IHT planning using Gift, Loan and Discounted Gift Trusts

20 Jun 24 1 min read

Inheritance Tax is perhaps the best example of the fiscal drag that is increasing taxes in the UK. The Nil Rate Band has remained at £325,000 since 2009 and the government has said it will remain frozen at this level until at least 5 April 2026.

Often called a "voluntary tax" as there are many ways to legitimately avoid it, but nonetheless receipts are consistently on an upwards trajectory.

In this session Les Cameron, Head of Technical and Barrie Dawson, Senior Technical Manager at M&G Wealth look at the current IHT landscape and how Gift Trusts, Loan Trusts and Discounted Gift Trusts can help overcome the key objections to IHT planning.

Les Cameron (Head of Technical, M&G Wealth)
Barrie Dawson (Senior Technical Manager, M&G Wealth)

Discover how Gift, Loan and Discounted Gift Trusts can help clients achieve their IHT mitigation objectives.

90 minutes     |     Structured CPD accredited by CII

Learning outcomes

By the end of this session, you will be able to:

  • Describe the current IHT landscape and why receipts are rising
  • Explain how trusts can be used to overcome the objections to gifting and reduce a persons IHT liability
  • Describe the operation of Gift, Loan and Discounted Gift Trusts

Thursday 20th June 2024 at 10 a.m.

Register here

Find us on LinkedIn

Sign up below where you will be the first to see any news, views or support we think matters. 

Sign up