Spotting opportunities in your client bank

This on demand webinar was recorded on 18 June 2024. All information will have been correct at the time, but some statistics and deadlines may now be out of date. You can still submit questions, but these won't be answered in the Q&A. Instead a member of our team will get in touch with an answer.

How does business relief work for IHT?

The inheritance tax landscape is evolving – more families are becoming affected and planning needs can be complex. 

Business Relief has a part to play in providing a simple, flexible and efficient solution in managing IHT. So, in what scenarios might it be right for a client? 

"Good session and plenty of information for me"

- Adviser, RBC Brewin Dolphin

By attending this webinar, you'll learn:

• How does Business Relief work for IHT?
• Hear from an adviser on how she uses BR for estate planning with clients in different circumstances. 
• A detailed look at client scenarios where BR could help. 

9/10 - Rated by advisers and paraplanners attending this webinar series

Please remember:  

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

Meet the speaker

Nick Maidment

Head of Retail Sales

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For professional advisers and paraplanners only. Not to be relied upon by retail investors.