CPD course

CPD course: Gifting

7 CPD resources
1 hour 30 mins
CPD Certification
CPD course
Legislation
Inheritance Tax
Tax
Gifting

About the course

Welcome to this CPD course on Gifting. The course is designed to equip you with an understanding of the various allowances and exemptions when it comes to Gifting that can be used as effective estate planning tools.

At Downing, we understand that gifting should be viewed within the broader context of IHT planning. This course should also give advisers an understanding of how Gifting can also be used alongside other estate planning solutions such as Business Relief and Trusts.

Learning objectives

  • Gain an overview of the different types of gifting that could be used to reduce your client’s IHT liabilities
  • Discover how gifting can be used in practice through different case studies and client scenarios
  • Understand how gifting can be used alongside other estate planning solutions such as Business Relief and Trusts

Post learning assessment

After reading or viewing the CPD resources associated with this course, test your understanding by taking our short four question assessment. Please take the time to think of your answer and then review the correct answer to see if you got it right.

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Claiming your CPD certificate

Once you have taken our short assessment, you can claim your CPD certification by filling out the available form.

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Post learning assessment

Test your knowledge by taking our assessment below. Then claim your CPD certificate.

Question one

A PET allows for unlimited value gifts to become exempt from IHT if the donor survives for how many years following the gift?

  • A.   2 years
  • B.   5 years
  • C.   7 years
  • D.   10 years
Reveal answer

C.   7 years

Question two

With regards to Taper Relief, what does the IHT rate drop to with the survival of a donor of 4-5 years following Gifting?

  • A.  24%
  • B.  25%
  • C.  30%
  • D.  32%
Reveal answer

A.   24%

Question three

How much is the yearly Gifting allowance awarded to individuals by HMRC?

  • A.   £1,000
  • B.   £2,000
  • C.   £3,000
  • D.   £4,000
Reveal answer

C.   £3,000

Question four

A CLT will be subject to an IHT change at what % (once the amount exceeds the Nil Rate Band)?

  • A.   20%
  • B.   25%
  • C.   30%
  • D.   40%
Reveal answer

A.   20%

Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

CPD course

CPD course: Gifting

Take our CPD accredited Gifting course to broaden your understanding of Gifting as an inheritance tax solution and how it could benefit your clients.

CPD course
Legislation
Inheritance Tax
Tax
Gifting
December 10, 2024
1 hour 30 mins

About the course

Welcome to this CPD course on Gifting. The course is designed to equip you with an understanding of the various allowances and exemptions when it comes to Gifting that can be used as effective estate planning tools.

At Downing, we understand that gifting should be viewed within the broader context of IHT planning. This course should also give advisers an understanding of how Gifting can also be used alongside other estate planning solutions such as Business Relief and Trusts.

Learning objectives

  • Gain an overview of the different types of gifting that could be used to reduce your client’s IHT liabilities
  • Discover how gifting can be used in practice through different case studies and client scenarios
  • Understand how gifting can be used alongside other estate planning solutions such as Business Relief and Trusts
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

CPD course

CPD course: Gifting

Take our CPD accredited Gifting course to broaden your understanding of Gifting as an inheritance tax solution and how it could benefit your clients.

CPD course
Legislation
Inheritance Tax
Tax
Gifting
December 10, 2024
1 hour 30 mins

About the course

Welcome to this CPD course on Gifting. The course is designed to equip you with an understanding of the various allowances and exemptions when it comes to Gifting that can be used as effective estate planning tools.

At Downing, we understand that gifting should be viewed within the broader context of IHT planning. This course should also give advisers an understanding of how Gifting can also be used alongside other estate planning solutions such as Business Relief and Trusts.

Learning objectives

  • Gain an overview of the different types of gifting that could be used to reduce your client’s IHT liabilities
  • Discover how gifting can be used in practice through different case studies and client scenarios
  • Understand how gifting can be used alongside other estate planning solutions such as Business Relief and Trusts
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
CPD course

CPD course: Gifting

Take our CPD accredited Gifting course to broaden your understanding of Gifting as an inheritance tax solution and how it could benefit your clients.

CPD course
Legislation
Inheritance Tax
Tax
Gifting
No items found.

About the course

Welcome to this CPD course on Gifting. The course is designed to equip you with an understanding of the various allowances and exemptions when it comes to Gifting that can be used as effective estate planning tools.

At Downing, we understand that gifting should be viewed within the broader context of IHT planning. This course should also give advisers an understanding of how Gifting can also be used alongside other estate planning solutions such as Business Relief and Trusts.

Learning objectives

  • Gain an overview of the different types of gifting that could be used to reduce your client’s IHT liabilities
  • Discover how gifting can be used in practice through different case studies and client scenarios
  • Understand how gifting can be used alongside other estate planning solutions such as Business Relief and Trusts
CPD Certification

This resource is part of a CPD accredited course

See CPD course
Save this resource
Download PDF
Date:
Time:
1 hour 30 mins
Register to watch
Sign-up on Brighttalk

Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
CPD course

CPD course: Gifting

Take our CPD accredited Gifting course to broaden your understanding of Gifting as an inheritance tax solution and how it could benefit your clients.

CPD course
Legislation
Inheritance Tax
Tax
Gifting

About the course

Welcome to this CPD course on Gifting. The course is designed to equip you with an understanding of the various allowances and exemptions when it comes to Gifting that can be used as effective estate planning tools.

At Downing, we understand that gifting should be viewed within the broader context of IHT planning. This course should also give advisers an understanding of how Gifting can also be used alongside other estate planning solutions such as Business Relief and Trusts.

Learning objectives

  • Gain an overview of the different types of gifting that could be used to reduce your client’s IHT liabilities
  • Discover how gifting can be used in practice through different case studies and client scenarios
  • Understand how gifting can be used alongside other estate planning solutions such as Business Relief and Trusts
CPD Certification

This resource is part of a CPD accredited course

See CPD course
Save this resource
Download PDF
Date:
00 Month 2024
Time:
1 hour 30 mins
Register to watch
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Register to watch
Sign-up on Brighttalk
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

CPD course

CPD course: Gifting

Take our CPD accredited Gifting course to broaden your understanding of Gifting as an inheritance tax solution and how it could benefit your clients.

CPD course
Legislation
Inheritance Tax
Tax
Gifting
No items found.
December 10, 2024
1 hour 30 mins

About the course

Welcome to this CPD course on Gifting. The course is designed to equip you with an understanding of the various allowances and exemptions when it comes to Gifting that can be used as effective estate planning tools.

At Downing, we understand that gifting should be viewed within the broader context of IHT planning. This course should also give advisers an understanding of how Gifting can also be used alongside other estate planning solutions such as Business Relief and Trusts.

Learning objectives

  • Gain an overview of the different types of gifting that could be used to reduce your client’s IHT liabilities
  • Discover how gifting can be used in practice through different case studies and client scenarios
  • Understand how gifting can be used alongside other estate planning solutions such as Business Relief and Trusts
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

CPD course

CPD course: Gifting

CPD course
Legislation
Inheritance Tax
Tax
Gifting
December 10, 2024
1 hour 30 mins

About the course

Welcome to this CPD course on Gifting. The course is designed to equip you with an understanding of the various allowances and exemptions when it comes to Gifting that can be used as effective estate planning tools.

At Downing, we understand that gifting should be viewed within the broader context of IHT planning. This course should also give advisers an understanding of how Gifting can also be used alongside other estate planning solutions such as Business Relief and Trusts.

Learning objectives

  • Gain an overview of the different types of gifting that could be used to reduce your client’s IHT liabilities
  • Discover how gifting can be used in practice through different case studies and client scenarios
  • Understand how gifting can be used alongside other estate planning solutions such as Business Relief and Trusts
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

CPD course

CPD course: Gifting

Take our CPD accredited Gifting course to broaden your understanding of Gifting as an inheritance tax solution and how it could benefit your clients.

CPD course
Legislation
Inheritance Tax
Tax
Gifting
December 10, 2024
1 hour 30 mins

About the course

Welcome to this CPD course on Gifting. The course is designed to equip you with an understanding of the various allowances and exemptions when it comes to Gifting that can be used as effective estate planning tools.

At Downing, we understand that gifting should be viewed within the broader context of IHT planning. This course should also give advisers an understanding of how Gifting can also be used alongside other estate planning solutions such as Business Relief and Trusts.

Learning objectives

  • Gain an overview of the different types of gifting that could be used to reduce your client’s IHT liabilities
  • Discover how gifting can be used in practice through different case studies and client scenarios
  • Understand how gifting can be used alongside other estate planning solutions such as Business Relief and Trusts
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

CPD course

CPD course: Gifting

Take our CPD accredited Gifting course to broaden your understanding of Gifting as an inheritance tax solution and how it could benefit your clients.

CPD course
December 10, 2024
1 hour 30 mins
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

About the course

Welcome to this CPD course on Gifting. The course is designed to equip you with an understanding of the various allowances and exemptions when it comes to Gifting that can be used as effective estate planning tools.

At Downing, we understand that gifting should be viewed within the broader context of IHT planning. This course should also give advisers an understanding of how Gifting can also be used alongside other estate planning solutions such as Business Relief and Trusts.

Learning objectives

  • Gain an overview of the different types of gifting that could be used to reduce your client’s IHT liabilities
  • Discover how gifting can be used in practice through different case studies and client scenarios
  • Understand how gifting can be used alongside other estate planning solutions such as Business Relief and Trusts
CPD Certification

This resource is part of a CPD accredited course

See CPD course
Save this resource
Download PDF
Date:
Time:
1 hour 30 mins
Location:

Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

CPD course

CPD course: Gifting

Take our CPD accredited Gifting course to broaden your understanding of Gifting as an inheritance tax solution and how it could benefit your clients.

CPD course
Legislation
Inheritance Tax
Tax
Gifting
December 10, 2024
1 hour 30 mins
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

About the course

Welcome to this CPD course on Gifting. The course is designed to equip you with an understanding of the various allowances and exemptions when it comes to Gifting that can be used as effective estate planning tools.

At Downing, we understand that gifting should be viewed within the broader context of IHT planning. This course should also give advisers an understanding of how Gifting can also be used alongside other estate planning solutions such as Business Relief and Trusts.

Learning objectives

  • Gain an overview of the different types of gifting that could be used to reduce your client’s IHT liabilities
  • Discover how gifting can be used in practice through different case studies and client scenarios
  • Understand how gifting can be used alongside other estate planning solutions such as Business Relief and Trusts

Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

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