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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
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%
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
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%
A. 20%
Claim your CPD Certificate
Complete the form below to secure your Continuing Professional Development (CPD) certificate.
Claim your CPD Certificate
Complete the form below to secure your Continuing Professional Development (CPD) certificate.
Claim your CPD Certificate
Complete the form below to secure your Continuing Professional Development (CPD) certificate.
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.
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.
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.
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.
Claim your CPD Certificate
Complete the form below to secure your Continuing Professional Development (CPD) certificate.
Claim your CPD Certificate
Complete the form below to secure your Continuing Professional Development (CPD) certificate.
Claim your CPD Certificate
Complete the form below to secure your Continuing Professional Development (CPD) certificate.
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.
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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