CDA Protection Forum - "The role of Protection in IHT planning"

DESCRIPTION

This session will discuss, 'The role of Protection in IHT planning'. Learning objectives include:

1. The key impacts of recent and proposed IHT changes.
2. Which protection contracts are best suited to IHT planning?
3. Whole of Life and Joint Life Second Death: advantages and disadvantages for IHT planning.
4. Issues to treat with caution when advising on IHT.

TARGET AUDIENCE

This session is designed for firms wanting to use technology as a core part of their process to demonstrate ongoing advice.

ABOUT THE PROTECTION FORUM

The Consumer Duty Alliance Technology Forum will explore how technology can help firms to meet Consumer Duty requirements, for example evidencing the delivery of good client outcomes.

Whilst focussing on the UK market, Ian will also share his learnings and insight from developments in other countries.

The Consumer Duty Alliance brings together parties across the financial services sector to share 'good practice', engage policymakers and raise the public’s perceived value of professional advice.