40 minutes CPD
In this CPD qualifying webinar, find out what is included in an estate for IHT, the various exemptions that can be used and how it is calculated. Kim Jarvis, a member of our ican Technical Services team, highlights the importance of the order in which different gifts are made.
There's still time to join the remaining sessions in M&G's Trusts School series. Build confidence in trust planning conversations with practical guidance, technical insights and CII-accredited structured CPD. The series runs until 16 July 2026.
Join Session 3 of our Trusts School series to explore key trust types, when to use them, and the pitfalls advisers need to watch for.
Insights from our latest Adviser Pulse Survey show how firms are navigating higher volatility through resilient portfolios, broader diversification, and greater focus on tax and estate planning advice.
