The Octopus Online Show: Episode 6

Estate planning in 2021 and beyond

Overview

Date Available now on demand Duration 59 minutes

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As 2020 draws to a close, what key estate planning themes can we expect in the years ahead?

With large amounts of wealth set to pass down the generations, we looked at some trends that might affect your business.

Watch this episode on demand to learn:

  • How changing client needs could impact the estate planning you recommend, and the challenges you’ll need to consider
  • How advisers working more closely with solicitors will be essential in meeting a growing demand for estate planning
  • How Business Property Relief fits into the picture, plus some real-life client scenarios you might come across

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

The value of a BPR-qualifying investment, and income from it, can fall as well as rise. Investors may not get back the full amount they invest.  

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