Case Study Investigation (CSI): Paraplanners – IHT and the Deed of Variation with Ascentric

Tax and trusts

Thursday 24th November 2022





A team of paraplanners and an expert dissect a case study looking at IHT and the Deed of Variation.

Learning objectives

During the session we covered…

  • How to calculate excess income for IHT
  • How to calculate a detailed IHT liability statement
  • Understanding the main IHT planning strategies and the pros and cons of each
  • Understanding how a Deed of Variation can work and the tax implications


Les Cameron

Les leads the M&G Wealth Technical Team working to maintain their position as one of the most widely respected technical support units in financial services.

A fellow of the PFS, Les spends his time reading, writing and speaking about pensions, tax and trusts to our internal stakeholders, press, paraplanners and financial advisers.

James Macauley
Johnston Carmichael Wealth

Technical Manager, Johnston Carmichael Wealth. While, over the last ten years, James has explored most aspects of paraplanning, he now combines hands-on work with leading a team of 30, who deliver paraplanning and administrative support to a team of financial planners.

Samantha Tonks
Succession Wealth

Senior Paraplanner, Succession Wealth. Sam is a Senior Paraplanner with Succession Wealth and the winner of the Best Paraplanner award at the Money Marketing Awards 2020. When she’s not paraplanning she’s reminiscing about mosh pits, festivals and gigs in clubs with sticky floors, whilst wondering why her hearing is not what it was.

Alyson Brooker
The Paraplanners

A graduate in Law from the University of Edinburgh, Alyson had originally planned to embark on a career practicing law but, despite achieving a Diploma in Legal Practice, she soon caught the paraplanning bug. Today, Alyson is a Chartered Financial Planner. Alyson’s background in law has particularly helped hone her skills in trusts, estate planning and general tax planning.

Event resources

Useful links

M&G Wealth have created a page on their website where you can download the slidedeck, access resources AND complete a brief test to obtain your CPD certificate for taking part.

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