Webinar: Inheritance Tax & Investment Planning

Recorded 21 May 2021

What was covered?

  • Welcome and introduction – Lucy Crow, Senior Manager
  • 1:30 – The use of family investments companies in Inheritance Tax planning – Edward Marriage, Senior Tax Consultant
  • 14:41 – The use of trusts in Inheritance Tax planning – Lucy Crow, Senior Manager
  • 28:46 – Selecting effective investments to use within IHT planning solutions – Jonathan McDowall, Financial Planning Consultant
  • 44:38 – Q&A session

Get in touch

Hopefully, this webinar has answered a lot of the questions you may have had. However, if you would like more specific advice based on your individual circumstances, please get in touch with our financial planning team at info@hlfp.co.uk.


Independent financial advice is provided by Henderson Loggie Financial Planning Limited which is a wholly-owned subsidiary of Henderson Loggie Chartered Accountants. Henderson Loggie Financial Planning is authorised and regulated by the Financial Conduct Authority.

When investing the value of assets can fall as well as rise and the return of your original capital is not guaranteed. Also, note that past performance should not necessarily be used as a guide to the future.

Any references to tax and legislation are based on our understanding of the law and HM Revenue & Customs practice at the date of publication. Tax and legislation are liable to change. Tax relief may be altered and the value to the investor depends on their financial circumstances. The purpose of the information is to provide technical and generic guidance and should not be interpreted as a personal recommendation or advice.