Gifts, trusts and tax-efficient investing have always been good ways to mitigate the effects of Britain's most voluntary tax: inheritance tax.
But what are the rules around trusts and gifts? Has anything changed over the Budget and Tax Day?
Is anything likely to be on the cards for 2021 and beyond as the chancellor dips further into the nation's pockets to help Britain out of the huge Covid-19 debt black hole?
This guide to gifts, trusts and tax-efficient methods provides a good groundwork for advisers and paraplanners looking to help clients get to grips with the fundamentals of estate planning.
It explores what the basic rules are around gifts and trusts, looks at how pensions and insurance and investment schemes can help and explains what changes, if any, have been put in place that might affect IHT planning.
This guide qualifies for an approximate 60 minutes' worth of structured CPD. To read the report, click on the image above.
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