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None of the information provided here is investment or tax advice and we always recommend you speak to a financial adviser before investing.
Some of our investments are high risk. You should read the risks associated with each product before deciding whether to invest. These can be found on the relevant product web pages and in our guide to risks.
Please confirm you have read the information above.
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You've signed up to watch:
Date:
Wednesday, 21st February 2024, 10:00amWatch this Quarterly AIM Inheritance Tax Service webinar exploring the AIM opportunities post Budget.
Support your understanding of key estate planning strategies and help clients take action.
Spot estate planning opportunities in this session covering client scenarios.
How to recommend the right Business Relief product for your client.
This webinar gives you an opportunity to introduce any relevant clients to inheritance tax and the key ways to plan for it, including Business Relief.
Watch this on-demand webinar to find out how tax-efficient investments could have a meaningful outcome for clients in the current climate.
Tune in to understand how to help your client and grow your business with estate planning.
Watch this webinar to hear from leading experts on Consumer Duty and find out how you can help your clients achieve their objectives.
Watch this webinar to take a closer look at the Service, how it works, and how it could help your clients.
Estate planning isn’t something you do overnight.
Getting it right takes time and care. And – given the complexity of inheritance and estates – it’s easy to feel overwhelmed to begin with.
But with more than £47 billion set to be collected in the next five years1, the worst option is to put off your estate planning or avoid the conversation with your financial adviser altogether.
This is why we’re hosting a webinar that both you and your financial adviser can join. It will give you the opportunity to fully understand inheritance tax and the key ways to plan for it, including Business Relief.
We’re hoping this webinar will help you feel confident in your estate planning conversations with your financial adviser and bring Business Relief investments to life for you.
The studio webinar will cover:
Key risks to keep in mind:
1 The Office for Budget Responsibility (OBR), November 2023.