BUILD: IHT and Bonds

We always give our delegates the chance to tell us which topics they’d like to see next, and IHT and bonds are two subjects that come up again and again. So your wish is our command! Hosted by our Financial Planning Specialist, Grant Callaghan, this session is designed to bring you some top-quality CPD!


Effective IHT planning – TIME Investments

Clients today are facing a number of competing priorities, whether that be the cost of living, planning for retirement and later life, or passing wealth to their loved ones. Whilst this may be a ‘perfect storm’ for investors, it also provides a great opportunity for advisers to revisit clients’ financial plans, assess new priorities, and add additional value.

Effective inheritance tax planning can help ensure clients are not disadvantaged during their lifetime whilst also passing on wealth generously in the future. During this session, TIME will explore the barriers faced by clients when considering later-life planning, the increased requirement for flexibility, and the role that BR investments could play in the planning process.

To wrap or not to wrap? – M&G Wealth

In this session M&G Wealth’s Technical Manager Neil Macleod looks at the taxation of OEICs and investment bonds and how these can be used to provide tax-efficient outcomes for different types of clients. He will be working through a couple of short case studies to show how M&G’s Tax Wrapper Comparison Tool can help advisers identify the tax implications of a particular client holding OEICs directly compared to wrapping their investment within a bond.

Learning objectives

By the end of the session, you will be able to:

  • Explain the tax treatment of holding OEICs directly versus investing within an insurance bond wrapper.
  • Identify in what circumstances “wrapping” investments can provide a more tax-efficient outcome for clients.


Oct 26 2023


9:30 am - 11:15 am


The Verve Group


The Verve Group
01325 952116
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