Spotting opportunities in your client bank

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? 

We’re running a three-part webinar series to help you uncover value in estate planning for your clients and your business.  

The second webinar will cover: 

• A recap on how Business Relief works. 
• 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. 

By registering, your personal data will be processed by Octopus Investments (OI) in accordance with our Privacy Notice.  You can opt-out from marketing communications at any time by emailing [email protected].

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.