How BR can unlock estate planning and who could benefit


Date Available now on demand Duration 1 hour 30 minutes

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  • Overcoming the two biggest concerns clients can have when planning for inheritance tax.
  • Important planning opportunities, including clients who have sold a business, ISA planning, and many more.
  • Mark Greenwood, Director of Compliance Services at SimplyBiz, gives his best tips on how to approach writing Business Relief cases.

Fill in your details to watch this on demand webinar and get 1.5 hours of CPD now.

The value of a BR-qualifying investment, and income from it, can fall as well as rise. Tax treatment depends on individuals’ circumstances and could change the in the future. Tax relief depends on portfolio companies maintaining their qualifying status. Investors may not get back the full amount they invest.