View more on these topics

Sesame to host IHT planning seminars

Sesame is to host a series of 21 technical seminars on the technical aspects of inheritance tax planning.

The roadshow kicks off on September 4 and will run to September 27 at various locations across the UK.

Sesame recently held a survey of 450 advisers and found 43 advisers said the biggest barrier to IHT planning was their lack of technical knowledge, while 36 respondents felt that it was the clients’ unwillingness to address issues around mortality that was the greatest hurdle to overcome.

The seminars will focus on how to use estate planning methodology to best effect, which trust to use and when, the role and responsibilities of trustees and will offer updates on recent taxation decisions and changes.

Head of Sesame Learning Paul Dawson says: “Consumers are now more aware of inheritance tax, but many still struggle to understand what options are available to them. Advisers are ideally placed to help their clients understand their tax situation, and put in place effective measures that provide the right solution for their client’s individual circumstances and wishes. However, advisers perceive inheritance tax planning to be one of the most complicated areas to grasp and advise on.

“Tax planning is not an exact science that you can learn once and always remain expert. Advisers need support to refresh their knowledge and acquire the latest technical guidance.”

Recommended

Broker talkback

Should providers be forced to reveal their annuity rates?Yes 88%No 12%Yes “I think they probably should. It would allow consumers to compare the rates to see whether they are getting a good or a bad deal. In the interests of treating customers fairly, I think they should.”Tristan Freer, Robert Ward & Co Yes “In view […]

Kensington issues guarantee to brokers that it will not pull out of adverse market

Kensington has issued a guarantee to brokers that it has no plans to pull out of the adverse mortgage market after Investec-backed Infinity announced today that the launch of its new product range has been postponed.Both Investec-backed Infinity Mortgages and Unity Homeloans have withdrawn their sub-prime mortgage ranges in recent weeks and have yet to […]

James Hay adds Norwich Union and Capita funds to its wrap

James Hay has added four Norwich Union funds and two Capita funds to its wrap platform bringing the total number of funds available to 1,246 from 54 different providers.The new funds include Norwich Union global balanced income Acc, Norwich Union global balanced income Inc, Norwich Union global cautious income Acc, Norwich Union global cautious income […]

Infinity mortgages postpones market re-entry

Investec-backed Infinity Mortgages has postponed the launch of its new product range, suspended offer production and announced it is unable to commit to funding applications not offered.The lender has previously told the market it would be launching its new range this week, after withdrawing its sub-prime range on August 17 due to the recent market […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com