For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.

Introduction to the Trusts and IHT Modeller

Session: Thursday 23 June 2022

Trusts can be a very useful way of retaining the required level of access and control however, problems can arise when talking about trusts with clients. It’s very easy to lose the fundamental message due to all the terminology involved around Trusts and Inheritance Tax.

M&G Wealth’s Technical Team have now launched a Trust and IHT modelling tool to help out with simple monetary figures around a client’s IHT liability and show how that can change in future years by making use of a trust.

In this session Technical Manager Neil MacLeod demonstrated how to use the Trusts and IHT modeller to provide a clear picture of the IHT savings a trust can provide.

Presenter –

Neil MacLeod, Technical Manager, M&G Wealth

Related insights

Everything you want to know about tax year end planning and weren’t afraid to ask

Read everything about tax year end planning.


2 min read
27 Jan 22

Talking Trusts – Access v Control v IHT

Find out more about Trusts by taking this quiz. Earn your CPD certificate on PruAdviser.

 

 


3 min read
17 Feb 22