There’s nothing paraplanners love more than delving into the details of a particular technical topic.
And that’s especially true when it comes to getting to grips with the complexities of inheritance tax (IHT) calculations.
The Paraplanners' Assembly join Graeme Robb from M&G as he breaks down each stage and addresses common misconceptions around inheritance tax.
By the end of this session, you will be able to understand the mechanics of an IHT calculation and identify relevant matters for consideration.
A. What's the IHT rate if a gift of 10% has been made?
1. 34%
2. 36%
3. 38%
B. What's the annual exempt gift allowance:
1. £500
2. £1,500
3. £3,000
C. What's the threshold for tapering the residential nil rate band?
1. £650,000
2. £1,000,000
3. £2,000,000
A. What's the IHT rate if a gift of 10% has been made?
1. 34%
2. 36%
3. 38%
B. What's the annual exempt gift allowance:
1. £500
2. £1,500
3. £3,000
C. What's the threshold for tapering the residential nil rate band?
1. £650,000
2. £1,000,000
3. £2,000,000
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