Friends Provident International (FPI) announced today the launch of a series of six online seminars designed to educate and support advisers on the subjects of Inheritance Tax (IHT) and trusts. The seminars look at the complex subject of IHT and offer advice and solutions to help advisers meet the needs of their clients. They are aimed at UK based advisers who have, or are looking to work with, UK domiciled clients who may be interested in the benefits of offshore bonds.
The seminars cover a range of subjects including IHT planning options, an explanation of different trust structures and their IHT treatment and the benefits of using FPI’s Succession Planning Bond. One of the modules examines the structure and advantages of the Capital Access Trust, explaining when advisers should consider its use. This trust may be suitable for clients who want to do some IHT planning but still require access to capital from a portion of the trust fund, which they retain access to. With the Capital Access Trust they also have the flexibility to gift this retained capital at a later date if it is no longer required.
The seminars are presented in six bite size pre-recorded modules hosted online and can be accessed ‘on-demand’ at a time and place convenient to advisers. They can pick the seminars that cover any knowledge gaps or listen to the whole series.
Irvine Baxter, UK sales director, at Friends Provident International said:
“The series of IHT online seminars is designed to guide advisers through the IHT Maze. IHT and trusts are often seen as complex subjects. The seminars are designed to be an easy way for advisers to increase their knowledge, which in turn will help them advise their clients on how to mitigate their IHT liability.
“FPI’s Succession Planning Bond and the range of trusts that we offer are just some of the options available to advisers who have high net worth clients looking for ways to mitigate IHT liabilities.”
Source : Friends Provident International Press Release
