When it comes to gaining and maintaining inheritance tax (IHT) planning know-how and expertise, nothing beats a good case study.
So this special case study investigation, which features not one but two client examples, is bound to be right up your street.
Because in this 50-minute episode, Utmost International’s Steve Sayer joins host, Richard Allum, to explore why reversionary interest trusts (RITs) combined with the available nil rate band (NRB) threshold, can become a powerful and flexible feature of a client’s IHT strategy.
In a conversation that’s packed with practical insights, ideas and expertise, tax and trusts expert Steve unpacks two case studies which will help you:
– understand the mechanics and key features of a RIT
– consider planning opportunities using RITs especially in conjunction with other options
– be able to discuss and explain RITs and NRB with a client in a clear and concise way
– apply this knowledge to appropriate, individual, client scenarios
Whether you’re a seasoned paraplanner who wants to keep your knowledge fresh or the role of RITs in IHT planning is new territory for you, we’re sure you’ll enjoy the hands-on learning offered by this expert discussion.
Download the slides referred to in this case study investigation. Just listen out for the bell to follow along.
Download slides (opens a PDF)
CPD: complete the form and receive a certificate
Vimeo: watch this case study investigation
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