PCG 21: IHT on Wrap

The NSR is a first meeting summary and actions report. So it can be an onboarding meeting with contract sign up + fee agreement, risk tolerance questionnaire or a follow up to an introductory meeting on a new area such IHT for an existing client.

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GENERAL CONTENT

V649 Zurich

Date: Sept 2017

Length: 35 mins

Zurich Trusts Webinar about understanding wills and trusts and how they function.

V280 Sim TF

Date: April 2017

Length: 52 mins

Simulation with Tom francis on Familt Gift trusts with Annual Allowance (FGT/AA)

V719 Sim CMc

Date: Oct 2017

Length: 40 mins

FGT on wrap simulation number three with Catriona Mccarron

V1469 PCG21 IHT on Wrap AA Sim 1 MF

Date:April 2017

Length: 24 mins FGT

PCG21 IHT on Wrap FGT AA Simulation number one with matt Fagan. High earner in his 30s with wife and child who fully pays into his pension and will have IHT liability inthe future.

V1471 FGT on Wrap AA simulation with GA 

IHT on Wrap FGT AA with Greg Armstrong

SPECIALIST CONTENT