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Trust-based solutions for reducing an inheritance tax bill

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Trust-based solutions for reducing an inheritance tax bill

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Key Takeaways

  • Understanding how the schemes are typically structured
  • A review of how the schemes are treated for tax purposes
  • A consideration of which scheme(s) may be suitable for different clients with different circumstances
  • April 2020
  • 95mins
  • structured CPD
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Key topics

Estate and trust planning

Trust-based solutions for reducing an inheritance tax bill

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Course Lessons

To claim your structured CPD complete the following lessons.

structured CPD

Trust-based solutions for reducing an inheritance tax bill

An overview of some of the main packaged trust-based IHT solutions offered by life assurance companies
2020-04-21 14:11:00
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20 March 2020
Trust-based solutions for reducing an inheritance tax bill
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Trust-based solutions for reducing an inheritance tax bill

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Threadneedle Asset Management Limited, No. 573204 and/or Columbia Threadneedle Management Limited, No. 517895, both registered in England and Wales and authorised and regulated in the UK by the Financial Conduct Authority.   Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. © 2026 Columbia Threadneedle. All rights reserved.

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