Spotting opportunities to write estate planning business

Overview

Date Thursday, 12th August 2021, 11:00am Duration 1 hour 15 minutes

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Rising asset values, frozen inheritance tax allowances, pent-up demand for advice – it’s no wonder more than half of the financial advisers expect demand for IHT planning to rise in the year ahead. ¹

What planning opportunities exist for your clients? What approach might be right for them? And how might Business Property Relief help?

Let us help you find your next IHT case and write the business.

 ¹Source: The Openwork Partnership, June 2021

  • Why estate planning is an important growth opportunity for advisers
  • How investments that qualify for Business Property Relief can help
  • A wide range of client planning scenarios, covering everything from clients who have a Power of Attorney in place, through to clients who have sold a business
  • How Octopus can support your conversations with clients
Nick Bird

Nick Bird

Executive Business Development Manager
Steve Skelding

Steve Skelding

Head of Strategic Partnerships
  • The value of a BPR-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 could change in the future.
  • Tax relief depends on portfolio companies maintaining qualifying status.