Mitigating IHT: How to get the best out of Financial Products (3)

Title: "Discounted Gifts Plans:

How these innovative, and now long standing, plans overcome gift with reservation of benefit; their cost; suitability; and how best to apply them to a client scenario."

CD Pack Course Code: MCMar24CD

Notes only Course Code: MCMar24Notes

Speaker: Martin Coulter, Estate Planning Solutions Ltd

Level: intermediate

Recorded on Thursday March 24th 2005
6-7pm (1 hour CPD)

Other lectures in the same series:

Lecture 1: Thursday January 27th 2005
6-7pm (London time)
Course Code: MCJan27

Lecture 2: Thursday February 24th 2005
6-7pm (London time)
Course Code: MCFeb24

Lecture 4: Thursday April 21 2005
6-7pm (London time)
Course Code: MCApril21

Content

This series of 4 lectures considers the valuable and cost effective role that packaged financial products can play in mitigating inheritance tax. On estates of up to several million in size, once the nil rate band and smaller gift allowances have been utilised, the estate planner is likely to require the use of packaged products. From discounted gift plans with life insurance, to the use of equity release and enterprise investment schemes, this course will use practical examples to demonstrate how imaginative and cost effective estate plans can be built for the marginally wealthy client.

Case studies will be used to highlight the range of products that can be used. Specifically, the course will cover the merits of these products to the estate plan; their cost; and how they may be most effectively integrated with the related legal and tax advice.

Lectures 3 includes:

Discounted Gifts Plans:

• How these innovative, and now long standing, plans:
  • Overcome gift with reservation of benefit
  • Their cost
  • Suitability
  • How best to apply them to a client scenario

Martin Coulter

Martin Coulter BSc, ACMA, ASFA, TEP is a chartered management accountant and independent financial adviser. As well as being an experienced speaker to probate practitioners around the country, Martin is the managing principal of a directly regulated IFA practice and works with law and accountancy practices to build estate plans for clients.

Martin has also recently completed a series of articles for the Probate Section Journal.

1 hour

1 hour

1 hour

New Practitioners/Established Practitioners Programme

(Other CPD activity courses)

RECORDINGS

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Recordings come in 3 formats:

1. INTERNET - To watch online

• Available to watch online for a period of two weeks after the lecture
• Notes and Power Point slides are emailed
• Price £55
• Course Code: MCMar24RI

2. INTERNET - To download

• Available to download for a period of two weeks after the lecture
• Once you have downloaded the lecture you can then watch it whenever you want on your own computer
• Notes and Power Point slides are emailed
• Price: £55 (£50 for early booking*)
• Course Code: MCMar24RI

3. CD PACK

• Includes CD, printed notes, printed Power Point slides
• Useful booklet to help you get the most out of your recording
• Price: £57.50 inclusive of p&p
• Course Code: MCMar24CD

NOTES ONLY

• Includes printed notes, printed Power Point slides
• Price: £30 inclusive of p&p
• Course Code: MCMar24Notes

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