Trusts, tax, and bonds: Strategic planning for IHT mitigation - M&G‍

In this session, Barrie Dawson, Senior Technical Manager at M&G, will provide an overview of the mechanics and taxation of investment bonds, with a focus on the planning considerations of using bonds as part of a Trust and IHT mitigation strategy.

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LEARNING OBJECTIVES:

• Describe the mechanics and taxation of investment bonds
• Identify who’s liable for bond gains when held in trust
• Evaluate the planning considerations of using onshore and offshore bonds in trust

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Inheritance Tax planning: Opportunities and responsibilities - Evelyn Partners

Frozen tax thresholds, rising property values and pending pension treatment are reshaping IHT planning. This webinar touches on the challenges and opportunities of IHT, exploring topics such as aligning estate planning with family values, navigating the intergenerational wealth transfer and understanding the role of spouses and family dynamics in the process. Through case studies, we’ll address planning options, as well as discuss the broader responsibilities of meeting Consumer Duty expectations.

LEARNING OBJECTIVES:

• Understand how current changes like frozen tax thresholds and rising property values affect IHT planning.
• Learn ways to plan estates that consider family values, wealth transfer, and family roles.
• Explore real-life examples to see how planning works in practice and how to meet Consumer Duty standards.