Lifetime Giving and Inheritance Tax: PETs, CLTs and the Backwards Shadow [2026]

Lifetime gifting remains a cornerstone of Inheritance Tax planning, yet many advisers misunderstand potentially exempt transfers, chargeable lifetime transfers and the operation of the backwards shadow. This webinar provides a practical review of the Inheritance Tax treatment of lifetime gifts and examines the traps practitioners frequently encounter when advising clients.

Learning aims & objectives:

• To provide delegates with a practical understanding of the inheritance tax consequences of lifetime gifts, failed PETs, the operation of the backwards shadow and the impact on trust planning.  

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