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Video content

Introduction (Colin Dyer 0:00)
Taking action on IHT planning: the 8 Cs (Colin Dyer 2:34)
Importance of Powers of Attorney & Wills (Shona Lowe 6:41)
Trusts – an IHT planning tool (Shona Lowe 14:30)
Inheritance tax planning gifts (Shona Lowe 17:18)
What is your timeline? (Martin Young 20:29)
Four IHT planning opportunities – background, how they work and what they achieve (Martin Young 29:20)
IHT loan plan (Martin Young 29:41)
Discounted gift trust (DGT) (Martin Young 34:03)
Business relief (Martin Young 37:08)
Life assurance (Martin Young 41:23)
Summary and conclusion (Colin Dyer 46:17)

We're here to help

If you have any questions about what was discussed in the webinar please get in touch with your abrdn financial planner. They’ll be happy to help. If you don’t have an adviser, you can find out more about how our financial planning services can help you.

The information in this webinar should not be regarded as financial advice. Information is based on our understanding in June 2023. Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment. The value of investments can go down as well as up, and could be worth less than was paid in.

 

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