Octopus Live wrap up
Duration: 1hour
It’s common that clients want to keep wealth in their own name during their lifetime. But they also want to leave as much to loved ones as possible.
Learn how this BPR-qualifying investment can help with situations like this.
We talk to Jessica Franks and Robert Skinner in more detail about how BPR-qualifying investments work.
This episode covers the IHT landscape and the opportunity it presents for advisers. We look at matching solutions to clients, and how you can identify clients who are likely to benefit from an estate planning conversation.
Our in-house experts discuss ideas that can maximise the planning you do for business owners. And you'll hear from advisers on the planning they’ve put in place for business owning clients.