Protection

071 | Using protection in IHT planning

In order to consider the viewing of Akademia videos as structured learning, you must complete the reflective statement to demonstrate what you have learned and its relevance to you.

Tutor:

  • Nathalie Claeys, Protection Specialist, Old Mutual Wealth

Learning outcomes:

  1. The current inheritance tax thresholds
  2. The family home allowance
  3. Avoiding the IHT trap
  4. Using the whole of life investment contract
  5. The IHT calculator
  6. How to create contract affordability
  7. The requirement for flexibility<
  8. The use of guaranteed insurability options
  9. What if a client downsizes and there are changes in circumstances

Channel

Protection