INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

Introduction to Business Relief and client planning scenarios


Date Available now on demand Duration 1 hour 5 minutes

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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.