27th March 2017

Prudential: Time to Talk IHT plans

Planning to reduce the impact on your clients legacy

As you know, Inheritance Tax (IHT) planning is no longer reserved for the very rich. By 2015/16, this increased to just over £4.6bn – an increase of over 48%.

With house prices continuing to rise, IHT is likely to apply to many of your clients whose total assets exceed the £325,000 IHT limit for 2017/2018.

IHT planning solutions from Prudential

To help you maximise your estate planning conversations, Prudential’s technical team have come up with a number of details case studies based on concepts that bring to life a ‘financial family’, allowing the adviser audience to draw parallels with client situations. This will include:

• Family tree
• Pen portrait’s – age and marital status
• Vital statistics – financial information, income expenditures, assets and liabilities
• Biography to include key financial needs

Prudential also have a number of specifically designed boxsets to your with your ongoing continuous professional development – find out more here.

To view the full microsite for more information, click here.

Tax, Trust & ISA