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Meet Paul 👋 He made a £450k PET in June 2021. Assuming no annual allowances are available, if he died in September 2025, how much inheritance #tax would the donee be liable for? React with your answer, https://t.co/MW8Rtml0bJ

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Our experts at Brand Financial Training have been writing the R06 analysis for over 12 years and are once again busy working on a full detailed review of the case studies and predicting the questions you are likely to face in your exam.

Candidates should consider the affordability of the gift, including its impact on retirement income, and the potential inheritance tax implications.

Ensuring their estates pass to their children on second death is also a key issue, so updating Wills and reviewing pension death benefit nominations would be priorities. Jon’s intention to gift £200,000 to his children is another area likely to be examined.

It’s notable that their investments are held across multiple investment houses and they wish to reduce on-going administration which could point towards the use of platforms.

Both 64 with adult children from previous marriages. Their main focus is improving tax efficiency as they approach retirement. There is plenty to consider around funding pensions (including carry forward and salary sacrifice), ISAs, deposits and Elaine’s inherited unit trust.

Arish’s income of £120,000 triggers the personal allowance taper, making pension contributions especially valuable. Arish’s interest in VCTs is also clearly highlighted as a subject that could be examined. Case study 2 Case study 2 introduces Jon and Elaine.