We are pleased to announce that the webinar ‘Inheritance tax essentials for legacy professionals’ sponsored by Winckworth Sherwood took place on Wednesday 28th April at 11am. Watch for free by filling in the form on the right.

Since the outbreak of Covid-19, the legacy sector has seen a significant increase in the number of people looking to ensure their personal affairs are in order as the pandemic impacts both families' health and finances.

This timely webinar is essential viewing for all professionals involved in legacy management and legacy administration and will give a clear and concise update on inheritance tax, the effect of lifetime gifts on legacy pledges, and the tax benefits of leaving a gift in a will.

Key themes explored:

  • Inheritance Tax Act 1984
  • The rates of IHT
  • Exemptions, allowances and reliefs from IHT
  • The effect of lifetime gifts
  • Who pays the IHT?
  • Considering the 36% rate
Who attended:
  • Legacy Administrators
  • Legacy Managers
  • Legacy Development Officers
  • Heads of Legacy
  • Heads of Planned Giving

Watch for free by filling in the form below

Watch Webinar

Inheritance tax essentials for legacy professionals