Paraplanner
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
Want more?
Les Cameron, Head of M&G Wealth has put together a wealth of useful resources
Check out our previous Assemblies – they’re each worth an hour of CPD
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