Peter Legg of Inheritance Tax Matters gave a broad, informative and amusing update on IHT and IHT planning opportunities. Peter discussed a variety of ways that planners can help their clients' estates avoid having to pay large amounts of IHT while staying within the General Anti-Abuse Rules (GAAR). Peter was helpful in highlighting the areas in which he can help planners provide a valuable service for their clients which ultimately allows the planner to benefit financially by adding real value.
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The second presenter was IFP member Robert Lockie FIFP CFP^CM of Bloomsbury Wealth. Robert helped members to consider how to base Financial Planning assumptions when writing a financial plan. Robert shared his considerable knowledge, together with statistics and information that he has gathered over many years.
The newer members of the branch, together with those who are in the process of submitting a case study for CFPCM certification assessment, found this particularly beneficial.
A number of members asked for his guidance after the meeting had finished, proving that there is much to be gained by newer and more established members in attending these monthly regional meetings.

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