INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

Identifying clients who could benefit from Business Relief


Date Available now on demand Duration 37 minutes

Register to attend

In this structured CPD session, Business Development Managers Nick Bird and Steve Godfrey discuss: 

  • A recap on BR-qualifying investments, including the benefits and risks 
  • Common scenarios when a client could benefit from BR
  • Less frequent but interesting BR planning ideas 

Please note, the value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.

Our speakers

Nick Bird

Nick Bird

Head of Strategic Growth
Steve Godfrey

Steve Godfrey

Executive Business Development Manager