Webinar

Inheritance tax essentials for legacy professionals

Wednesday 01 June - 12:00
Inheritance Tax Essentials For Legacy Professionals

 

The free webinar ‘Inheritance tax essentials for legacy professionals’ sponsored by Winckworth Sherwood is available to watch on-demand.

Since the outbreak of Covid-19, the legacy sector has seen a significant increase in the number of people looking to ensure their personal affairs are in order as the pandemic impacts both families' health and finances.

This webinar is essential viewing for all professionals involved in legacy management and legacy administration and will give a clear and concise update on inheritance tax, the effect of lifetime gifts on legacy pledges, and the tax benefits of leaving a gift in a will.

Key themes explored:

  • Inheritance Tax Act 1984
  • The rates of IHT
  • Exemptions, allowances and reliefs from IHT
  • The effect of lifetime gifts
  • Who pays the IHT?
  • Considering the 36% rate

Who will be speaking?

 Philip Allen headshot

Philip Allen
Senior Associate (Private Wealth, Trusts & Tax)
Winckworth Sherwood

Watch on-demand