25 August 2006. Zurich is hosting a series of Inheritance Tax (IHT) planning roadshows around the UK designed to give advisers a comprehensive understanding of the current rules and regulations and how they can be used to benefit clients.
The sessions, which will run for two hours each, will provide advisers with an outline of the key principles of IHT planning, such as how to use trusts and chargeable lifetime transfers to mitigate against large inheritance tax bills.Sterling’s two new bare trusts, launched after the budget, will also be covered
As well as providing an overview of the basics of IHT planning, the roadshows will also highlight the latest changes introduced by the Government and outline their impact on specific solutions, such as the Discounted Gift Trust and Interest in Possession trusts.
With over 30 sessions taking place up and down the country the company is expecting attendance from over 1000 advisers.
Paul Wright Investment Management Director for Zurich, said: “IHT planning is a real growth area for financial advisers and it is vital that they are not only aware of the recent changes and how they affect their clients but also understand the planning tools available to them and how they can be used to help clients plan effectively for any future IHT liability. The sessions we have put together have been designed to do just that.”
The next three dates are: Perth 5th September, Peterborough 6th September and Cardiff 12th September.
Advisers wishing to attend any of these sessions, or obtain details of other future roadshows should contact their local Zurich representative by calling 0500 546546
