DFM

157 | Minimising a client's IHT bill

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Tutor:

  • James Rae, Investment Manager, Charles Stanley AIM IHT portfolio service
  • Lynne Rowland, Head of Personal Tax at Moore Kingston Smith

Learning outcomes:

  1. The key points to consider when it comes to considering a client’s IHT bill
  2. The AIM market and the options it provides to mitigate IHT
  3. How professionals can better support beneficiaries at a difficult time.

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DFM