Planning & Tactics for IHT - The Nuts & Bolts in 30 Minutes

Introduction

The IHT nil rate band has been the same since 2009.

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 short webinar 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 webinar will cover the following:

• Liability to IHT - residence issues
• Summary of IHT implications on gifting in life
• PETs and CLTs
• Taper relief
• Ignored and partially exempt transfers including AR and BR
• Opportunities to gift with at least 7 years of life remaining
• Opportunities to gift with at least 3 years of life remaining
• Death bed gifting
• GWROB/POAT
• Summary of IHT implications on gifting in death
• The transferable NRB
• The residence NRB
• Gifting to charity

This pre-recorded webinar will be available to view from Monday 23rd March 2026

Alternatively, you can gain access to this webinar and 1,900+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.