Inheritance taxJan 31 2025

How to tackle the ramifications of IHT changes for clients

After engaging with this content, which carries an indicative 30 minutes of CPD, you will be able to:

  • Outline the biggest changes to tax policy from the Budget
  • Explain how the changes affect IHT planning
  • Describe some of the ways that VCTS are being used for investment portfolios
  • Outline the biggest changes to tax policy from the Budget
  • Explain how the changes affect IHT planning
  • Describe some of the ways that VCTS are being used for investment portfolios
pfs-logo
cisi-logo
CPD
Approx.30min
pfs-logo
cisi-logo
CPD
Approx.30min
twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon
Search supported by
pfs-logo
cisi-logo
CPD
Approx.30min
Unlimited access to our award-winning journalism

Read the full story with a free account

  • Read without interruption - full access to our reporting on the financial intermediary market
  • Bank CPD while you read
  • Share your perspectives
  • Stay in the know with our daily newsletter
  • Receive personal recommendations
Already have an account?Sign In
CPD
Approx.30min
Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.
  1. French says if the nil-rate band had risen in line with inflation, it would be worth over what today?
  2. Rose described the changes to the taxation of unspent pension pots as what?
  3. According to Rose, from a tax-efficiency point of view, we will find 'far more people' doing what?
  4. French says what else might need to be revisited?
  5. According to French, the changes to pensions are leading to an evolution in conversations around what investment product?
  6. What is a misconception in the market about VCTs, according to Rose?
    7. To bank your CPD you must Sign in or Register.

Related articles

Related Topics

Tax
Triple Point VCT PLC
CPD
Podcast
A service from the Financial Times