Paraplanners Assembly 2022 – IHT & Trusts 2

60 min read 18 May 22

What was covered?

In our second session of 2022 we followed up the kick off session on Trusts with a return to our CSI: Case Study Investigation format focussing on IHT and Trusts.  We brought together a panel of experts to dissect a real-world planning scenario and come up with their solution.

Then our regular expert hosts, M&G Wealth’s Head of Technical Les Cameron and the Paraplanners Assembly’s Richard Allum gave their ‘post-match analysis’ while being quizzed by the online Paraplanner audience.

Under the microscope

The learning objectives for this session were:

  • Understanding the key building blocks of an IHT strategy
  • Planning considerations when using standard insurance company trusts
  • Explaining the operation of standard insurance company trusts

Watch the event

Check out our previous Assemblies – they’re each worth an hour of CPD


Hear from the experts on CRPs, tax, IHT, lifetime allowance and more.


Hear from the experts on CIPs, CRPs and more

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