CPD Hours Level
Seminar 3 IntroductionInformation
Accreditation Information
SRA Competency B


The IHT nil rate band has been the same since 2009, and has been fixed until at least the tax year 2020/21 and possibly beyond.

Given inflation, this means that more and more estates are being drawn into the net of IHT and as such, planning for IHT exposure is becoming so much more important to so many PRs and estates.

This introductory level half day course will look at useful IHT planning tactics that clients may be able to take advantage of in order to reduce their long term exposure to IHT.

What You Will Learn

This course will cover the following:

  • Liability to IHT - residence and domicile
  • Situs of assets
  • Excluded property
  • Summary of IHT implications on gifting in life
  • PETs and CLTs
  • Taper relief
  • Ignored and exempt transfers including APR and BPR
  • Exempt transfers
  • Opportunities to gift with at least 7 years of life remaining
  • Opportunities to gift with at least 2-5 years of life remaining
  • Death bed gifting
  • Summary of IHT implications on gifting in death
  • Ignored and exempt transfers including APR and BPR
  • The transferable NRB
  • The residence NRB
  • Gifting to charity

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Seminar | 29.01.2020

Bristol | 2:00pm - 5:15pm

IHT Planning & Opportunities - An Introductory Guide for Private Client Practitioners

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2:00pm - 5:15pm
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Discounts are available for multiple places and if you have 5 or more people interested in this course and would like to discuss holding it in your area or on an in-house basis then please email us at information@mblseminars.com
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