1
Type Speaker CPD Hours Level
Webinar
0.5 IntroductionInformation
Accreditation Information
SRA Competency B

Introduction

The most commonly encountered type of Chargeable Lifetime Transfer (‘CLT’) for private client practitioners is the transfer of assets to a trust (other than a gift made to a specific type of trust, such as a transfer to a disabled trust, which may still constitute a PET) often referred to as an IHT Backwards Shadow.

This short webinar will explore what this is and what happens during a lifetime and post-bereavement.

What You Will Learn

This webinar will cover the following:

  • What is a CLT/IHT backwards shadow?
  • What happens in life with a CLT?
  • What happens in death with a CLT?
  • The backwards shadow

This webinar was recorded on 21st July 2020

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Transfers & PETs - The IHT ‘Backwards Shadow’ Explained

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ON DEMAND
30mins

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Transfers & PETs - The IHT ‘Backwards Shadow’ Explained

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