Strategic IHT Planning for High Net Worth Clients - A Toolkit for Success

Introduction

Despite Inheritance Tax (‘IHT’) being a concern for many, only about one in 20 estates ultimately incur this tax.

This is largely due to the array of reliefs and exemptions available, but this may well change given the Government’s plan to bring pensions into the IHT net.

Despite this significant change, by implementing well-considered planning strategies and planning ahead, individuals can effectively navigate IHT, allowing many assets to pass to beneficiaries without incurring tax liabilities upon the owner's demise.

This webinar will delve into the primary methods by which high-net-worth individuals can strategically plan to maximise the transfer of their estate to loved ones.

What You Will Learn

This short webinar will cover the following:

• Residence and domicile status
• Lifetime gifting and gifts with reservation of benefit
• Trusts
• Exempt transfers
• Financial options
• Pensions, death-in-service benefit and insurance
• Agricultural Property Relief (‘APR’) and Business Property Relief (‘BPR’)
• The various Nil Rate Bands (‘NRB’)
• Strategies for tax-efficient gifting to charitable organisations

This pre-recorded webinar will be available to view from Tuesday 8th July 2025

Alternatively, you can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.