Join Transact’s Brian Radbone as he takes us through:
> Where are we now (and where will we be by April 2027)?
> Looking at the relative death benefit tax position and what it means for the numbers of clients needing IHT advice
> Ensuring wealth can still be passed on as intended
> Withdrawing pension funds using “out of normal expenditure” gifting allowance, PETs, and CLTs
> Withdrawing currently tax-free beneficiary/inherited pensions
> Reassessing the suitability of BR strategies
> Considering insurance to cover IHT liabilities (Warning – don’t overdo it!)
> Will access be required within gifting solutions?
> Consultation on how the payment of IHT is to operate will run until 22nd Jan 2025
‘A brilliant session packed with insights and entertainment! Brian is one of the best in the profession!’ – Warren Shute CFP – Lexington Wealth Management
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