Registration confirmed
Thanks for registering, you'll shortly receive a confirmation email.
Introduction to Business Relief and client planning scenarios
Overview
Register to attend
In this structured CPD session, Business Development Managers Nick Bird and Steve Godfrey discuss:
- What makes an investment BR-qualifying and how it works as a relief from inheritance tax.
- What the main risks of BR-qualifying investments are.
- How the eight main BR planning scenarios can help clients take care of their potential inheritance tax problem.
Related inheritance tax resources
The Knowledge Base
Need some support with the technical details of estate planning?
Look no further than The Knowledge Base.
Ask Octopus
Have a technical question about estate planning, or a question about the tax rules relating to a client’s estate?
We’re here to offer advisers support.
Estate planning now and moving forward
Visit our inheritance tax post-Budget webpage.