Information on IHT planning is what the Powwow paraplanner community want, and that’s what the Powwow is going to give you with the help of supporter, Octopus Investments. If helping clients plan better for inheritance tax is your thing, then this series of three online Howwows is essential viewing.

What with it being a Powwow Howwow, there are plenty of ways for you to get stuck in:

CPD: At the end of each episode, we’ll share a link to the Octopus website for you to register for your CPD

Ask a question: If you tune in on the day, you can pop a question or share your experiences in the chatroom

@ us on twitter: If you can’t make the sessions but still want to ask something, send it to @ParaPowwow on twitter and we’ll see what we can do.

Episode 1:  IHT planning. Getting it right for every client

Exploring three of the most popular estate planning strategies - gifting, trusts and Business Property Relief.

The pros and cons of gifting, trusts and Business Property Relief.

The broader inheritance tax landscape, including recent legislation changes like the residence nil-rate band.

Three planning scenarios where taking a holistic approach worked out best for clients.

Episode 2: Using trusts as part of a client’s estate planning

For many clients, trusts will be the backbone of their estate planning. So we’ll look at how trusts interact with other strategies.

Episode 3: Getting to grips with Business Property Relief

Business Property Relief (BPR) is a well-established investment incentive and estate planning tool so we’ll take a closer look at BPR-qualifying investments and how they can complement other inheritance tax planning strategies.

And the stars of the show?  The first episode will be brought to you by:

Richard Allum - Founder of The Paraplanners (and manages to run a few paraplanner events, Powwows and Howwows, or something like that).

Anna Pollins - Head of Strategic Partnerships at Octopus Investments where she leads a team of six who are focused on building distribution relationships, financial adviser networks and nationals, private banks and wealth managers, family offices and professional bodies. Prior to Octopus, Anna spent 9 years at Raymond James Investment Services, working with DFMs and financial advisers in relationship management, platform and business development roles. Anna holds the IMC, IAQ, J02 Trusts and the STEP certificate in tax and estate planning. She has a BA Hons in English and Philosophy from the University of Nottingham.

All aboard the inheritance tax Powwow express

Register for this Howwow by clicking on the 'save my spot' button. To make sure you don’t miss any episodes, register for each episode separately by clicking on the links above, and then pop them in your diary so you don’t forget.

Got a question? Try these answers on for size

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Just sign-in and view a recording of the session whenever it suits you.

Yes! As many as you can throw at our panel. Plus, if you can't make the Howwow,  book a spot and add a question beforehand, the panel will then answer it during the event.

Can I suggest a Howwow topic or be on the panel?

Absolutely, the more the merrier. Drop us an email.

You bet your bottom dollar there are, and on lots of useful topics for paraplanners. Watch past and/or register for any upcoming events here.

Powwows vs Howwows - what's the difference?

Here's the Powwow lingo.  Powwows are informal gatherings designed by paraplanners for paraplanners to exchange views, learn things, fix things and share things.

Got that? But there's more. Where Powwow gatherings are on a number of topics,  Howwows are for those times when we want to focus on ONE topic in particular and, in depth.

Sometimes we meet in person,  and sometimes we just like a good chinwag online.  Enter Howwows Online.

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The Octopus IHT Howwows: Episode 1