Minimising a client's IHT bill
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Learning: Structured
Tutor:
- James Rae, Investment Manager, Charles Stanley AIM IHT portfolio service
- Lynne Rowland, Head of Personal Tax at Moore Kingston Smith
Learning outcomes:
- The key points to consider when it comes to considering a client’s IHT bill
- The AIM market and the options it provides to mitigate IHT
- How professionals can better support beneficiaries at a difficult time.