There's nothing paraplanners love more than a case study that helps bring a technical topic to life.

And that’s especially true when it comes to getting to grips with the complexities of inheritance tax (IHT) calculations.

Which is why you’re invited to join us online at 1pm on Friday 20 September 2024 for a case-study led online Assembly that’s all about calculating IHT.

Join Graeme Robb from M&G Wealth as he guides us through a case study in which he will break down each stage and address common misconceptions. During the lunch-hour Assembly, Graeme expects to cover:

Nil rate bands: how nil rate bands come into play and their place in calculations

Failed PETs: learn how to bring failed potentially exempt transfers (PETs) back into the equation

Chargeable lifetime transfers: discover the impact of transfers requiring a 14-year look-back period

Allowances on Death: explore the various allowances that can be factored into calculations if unused

Taper relief: how it actually works - it's not what many think!

Charitable gifts: unpack the 36% band for charitable gifts and find out how to calculate it correctly

Deeds of variation: understand their influence on IHT calculations

Tax Responsibility: who's actually responsible for paying the calculated tax

Because it’s an Assembly, you'll have plenty of chances to ask questions, share examples and make suggestions.

How does that sound? If you fancy joining in, save your spot now.

Cracking the inheritance tax code: a case study in calculating IHT