Spotting opportunities in your client bank

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

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 All information will have been correct at the time, but some statistics and deadlines may now be out of date.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.

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.