February 2014 event – Transact: Inheritance Tax Planning

Speaker: Brian Radbone – Technical Services Manager, Transact

Date: 28th February January 2014

Timing: 12 for 12.30pm – Close at 2 pm

Venue: Deutsche Bank offices, Liver Building, Pier Head, Liverpool L3 1NY

By the end of this educational structured CPD presentation attendees will gain an understanding of the current inheritance tax planning options and why there is an increasing need for quality advice as more people need to deal with a potential IHT liability and ensure they are able to pass their wealth on as intended.

Topics to be covered in this structured CPD presentation include:-

• Current IHT exemptions and allowances
• Gifting options
• The main type of financial planning trusts
• Investment bonds as trust property
• Other reliefs
• Trusts for pension death benefits
• Trust administration including a summary of current consultation
• Insurance of IHT liabilities

Established in 2000, Transact was the first, and remains one of the largest Wrap providers in the UK. Transact prides itself on its independence of any financial institution and the fact that it owns and thereby controls the continued development of its own software.

Above all, Transact is a service proposition and this is evidenced by the fact that its extensive on-line functionality is supported by a total of approximately 340 staff.

Brian joined Transact in 1999 just prior to the platform’s launch in March 2000 and assisted in developing and launching the various tax wrappers. He has been responsible for developing the company’s technical support function providing assistance both to advisers and the business. Brian currently Heads up Transact’s 12 strong Technical Services Area.

This informative presentation is sure to attract a lot of interest. To reserve your place please register your details at:

February 2014 Registration on Event Brite

Buffet Lunch and networking opportunity after the talk

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