Paraplanners’ Assembly Webinar

Protection and IHT planning: a guide to the essentials for paraplanners

CPD certificate of attendance request

Thank you for attending the Paraplanners’ Assembly webinar, ‘Protection and IHT planning: a guide to the essentials for paraplanners‘.

If you would like a CPD certificate for your records, please complete the form below and one will be sent to you.

From watching this webinar, you should be able to understand:

Where protection adds real value in IHT planning - and where it doesn’t.
Guaranteed vs reviewable premiums - cutting through the confusion.
Trusts: what you need to know about premiums, structures and implications.
Blending gifting strategies with protection, including using tax-free cash.
Gift Inter Vivos and seven-year term strategies explained.
How the “normal expenditure out of income” rules actually work.
Funding protection using bonds, lump sums and tax-free cash.

Webinar - 60 minutes

Request a CPD certificate

Please complete the form below and one will be sent to you automatically.

ABOUT CUSTOMER DATA AND PRIVACY

The Data Protection Act requires Lloyds Banking Group companies and associated companies to manage personal information in accordance with the Data Protection Principles. Our Group of companies is required to process your personal information fairly and lawfully. This means that you are entitled to know how we intend to use any information you provide. You can then decide whether you want to give it to us in order that we may provide the product or service that you require.

All our employees are personally responsible for maintaining customer confidentiality. We provide training and education to all employees to remind them about their obligations. In addition, our policies and procedures are regularly audited and reviewed: Read Scottish Widows Data Protection Notice.

Important information

This material is intended for UK authorised & regulated financial advisers only. It is not intended for onward transmission to retail customers & should not be relied upon by any other person.

View the Scottish Widows T e rms of Business for Intermediaries .

Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN.

Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.

Your privacy and the security of your email address data is very important to us, click here to view the Scottish Widows Legal & Privacy Policy.