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 a little under 8 months to go until most pensions fall into the IHT net. Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).
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.
