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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.”


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