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Using life insurance in inheritance planning

structured-cpd

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Using life insurance in inheritance planning

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Key Takeaways

  • Under the bonnet: insurance policy options to insure lifetime transfers
  • Understand the inheritance tax implications of failed lifetime gifts and the case for insuring potentially exempt transfers and chargeable transfers
  • An understanding of how taper relief works
  • March 2020
  • 30mins
  • structured CPD
Back to Financial Planning

Key topics

Estate and trust planning

Using life insurance in inheritance planning

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Course Lessons

To claim your structured CPD complete the following lessons.

structured CPD

Using life insurance in inheritance planning

A consideration of the inheritance tax (IHT) treatment of lifetime gifts and the insurance options available to miti…
2021-03-29 18:36:00
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20 March 2020
Using life insurance in inheritance planning
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Using life insurance in inheritance planning

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Threadneedle Asset Management Limited, No. 573204 and/or Columbia Threadneedle Management Limited, No. 517895, both registered in England and Wales and authorised and regulated in the UK by the Financial Conduct Authority.   Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. © 2026 Columbia Threadneedle. All rights reserved.

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