Paraplanners Assembly CSI: IHT

Paraplanners Assembly CSI: Paraplanners

We hope you’ve found our Case Study Assembly on IHT helpful.  You should now have achieved these learning objectives:

  • How to calculate excess income for IHT
  • How to calculated a detailed IHT liability statement
  • The main IHT planning strategies and their pro and cons
  • How a Deed of Variation can work, and the tax implications

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