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Gifting

The order of gifting

Join our experts as they discuss the order of gifting and why it's important when it comes to estate planning, and much more.

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CPD Certification
10 min watch
CPD Resource
Video
Business Relief
Inheritance Tax
Tax

The fourteen-year rule explained

Join our experts as they discuss the fourteen-year rule and explain the relationship between transfers made within the last seven years before death, and those made seven years after​. ​

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CPD Certification
10 min watch
CPD Resource
Video
Business Relief
Tax
Inheritance Tax

Spousal Exemption in practice

Join Downing's Nick Priest as he discusses the two year qualifying holding period and Spousal Exemption​ and the role it plays in assets qualifying for Business Relief (BR).

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CPD Certification
3 min watch
CPD Resource
Video
Business Relief
Inheritance Tax
Tax

The Residence Nil Rate Band (RNRB)

Join Downing's Nick Priest as he discusses maximising entitlement IHT reliefs and exemptions by understanding the interaction of Business Relief BR assets with RNRB​.

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CPD Certification
6 min watch
CPD Resource
Video
Business Relief
Inheritance Tax
Tax

Understanding Quick Succession Relief (QSR)

Join Downing's Nick Priest as he discusses qualifying periods and successive transfers, the difference in qualifying and non-qualifying assets​ and Quick Succession Relief (QSR).

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CPD Certification
4 min watch
CPD Resource
Video
Tax

Unpacking risk in tax advantaged investments

Register to learn about the risks associated with tax advantaged investments

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CPD Certification
30 min watch
CPD Resource
Video
Tax
Inheritance Tax

IHT planning with deeds of variation

Join our experts as they discuss deeds of variation and how they may be used in the context of estate planning.

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CPD Certification
15 min watch
CPD Resource
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