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Double bill webinar: IHT planning & trusts and using cash within portfolios

23 September 2020

Our first double bill Technical Insight Webinar took place on Tuesday 22 September and featured Prudential and NS&I, looking at the building blocks of IHT planning and where trusts fit in and how cash is an essential part of any holistic financial plan.




Cash planning in portfolios

(Time stamp: 00.00 -49.50)
Since RDR, clients now have much higher expectations of their financial planner. This includes managing all of their savings and investments, looking after all service aspects of their portfolios, contacting providers on their behalf and much more.
With cash considered an essential part of any financial plan, Andrew Pike, Head of Intermediary Relationships at NS&I, discussed the unique position NS&I plays in the savings and investment world and how you can make the most of the cash element in your clients’ portfolios.


IHT planning and the use of trusts

(Time stamp: 49.50 onwards)

The amount of estates where IHT is due has almost doubled over the last 10 years or so. There’s is no doubt this has been fuelled in part by the freezing of the Nil Rate Band and increased property valuations. But a large part of most estates where tax is due comprise, cash, stocks and shares and life policies, all of which are relatively easy to move from your estate.
In this session Les takes a look at the key elements of Inheritance Tax planning and then focuses in on where trusts could fit into an overall planning strategy.

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