On-Demand Events
20 Sep 24 60 min watch
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 Wealth as he breaks down each stage and addresses common misconceptions around inheritance tax.
Over the course of an hour Graeme covers:
Graeme Robb (Senior Technical Manager, M&G Wealth)
Paraplanners' Assembly
Graeme Robb of M&G Wealth, joined Richard Allum of the Paraplanners' Assembly to explore the details of calculating IHT.
60 minute video (approximately)
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?
B. What's the annual exempt gift allowance:
C. What's the threshold for tapering the residential nil rate band?
A. What's the IHT rate if a gift of 10% has been made?
B. What's the annual exempt gift allowance:
C. What's the threshold for tapering the residential nil rate band?
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