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 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 two explores how trusts can be used effectively in estate planning. Topics covered include:

How different types of trusts work, and how they fit with clients’ needs.

Using trusts and Business Property Relief together.

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.

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.

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).

Jessica Franks - Jessica is the business line manager for Octopus’ inheritance tax business line.  After completing a Law degree at Cardiff University, she trained as an accountant in the corporate tax team at Grant Thornton in London.  She has worked in financial services for more than 6 years, specialising on tax efficient investments.  She is also a qualified tax adviser.

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

Save your spot by clicking the button on the top right. It's free, the only thing you have to do is register an account.

On the day of the Howwow just sign back in here. But, we'll also send a reminder email ten minutes before it starts.

On the tech side of things. Viewing the Howwow on browsers such as Chrome or Firefox work best. Headphones are a good idea if you share an office, plus the ability to type so that you can ask questions via the chat feature.

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.

You can find out more about Powwows or see a full list of all events here.

Actually, my question was on something else

Ooh, we like new questions. Just pop it in an email and send it on its merry way to how@paraplannerspowwow.co.uk.

One last question, what do you do with my details when I sign up?

Crikey, another good question! We’ll use your details to keep you posted on Powwow happenings. From time to time, this will include activities that our supporters are participating in that we think you’ll find interesting.  We share information at an aggregate level with our supporters every now and then.

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The Octopus IHT Howwows: Episode 2