Lifetime Gifts & IHT Reporting: Key Rules, Reliefs & Compliance Tips

Introduction

Confused by HMRC rules on lifetime gifts? Avoid costly mistakes and protect your clients’ estates with our live virtual seminar.

This interactive, expert-led session dives into the key tax rules and compliance challenges of reporting lifetime gifts for inheritance tax. You will learn how to navigate exemptions, satisfy HMRC requirements, and confidently complete Form IHT403 without errors.

Reserve your spot today and gain the confidence to advise clients on lifetime gifts while staying fully compliant with HMRC.

What You Will Learn

This live and interactive course will cover the following:

• Understand the rules on PETs, CLTs, and key exemptions and how they impact your clients’ estates
• Learn how to identify and evidence lifetime gifts accurately for Form IHT403
• Master tricky areas such as life policy premiums and Discounted Gift Trusts
• Overcome practical challenges with records, valuations and beneficiaries, ensuring HMRC sees you have taken reasonable care
• Gain actionable planning tips, including record-keeping strategies and GWROB considerations

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.