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 

© Prudential 2020