Webinar: Writing Business Relief cases
Thursday 16 February 2023 at 10am
1 hour’s CPD
Investments that qualify for Business Relief (BR) are a unique tool in your estate planning toolkit.
BR offers three significant advantages. Speed, access, and the potential for growth. And these advantages could be invaluable to you and your clients over the coming years.
Key inheritance tax allowances are now frozen until at least April 2028, and flexible estate planning is a growing concern for many families.
But how confident are you in recommending BR-qualifying investments?
In this webinar from Octopus Investments:
- Why inheritance tax receipts are climbing and the importance of Business Relief.
- A panel of financial advisers discuss how they approach writing BR cases.
- Special guest Mark Greenwood, Director of Compliance Services at SimplyBiz, gives practical tips on risk, suitability, and Consumer Duty.
- How to choose the right BR investment for a client.
Register now >>
Some key risks to keep in mind
- The value of an investment in the Octopus Inheritance Tax Service can fall as well as rise. Investors may not get back the full amount they invest.
- Tax treatment depends on individual circumstances and could change in the future.
- Tax relief depends on portfolio companies maintaining their qualifying status.
These investments are not suitable for everyone and Octopus Investments do not offer investment or tax advice. Personal opinions may change and should not be seen as advice or a recommendation.
