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It's not all about the pension – CGT and IHT at tax year end

Session:    16 January 2020 

Neil Macleod, Technical Specialist looked at how the Inheritance Tax (IHT) gifting exemptions are applied to gifts during the tax year end and considerations when using them. He also covered calculating capital gains and planning around the Annual Exempt amount. 

Presenter: Neil Macleod - Technical Specialist 

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"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.