Estate Planning Show part 1


Date Available now on demand Duration 1 hour 21 minutes

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  • The unmet need for inheritance tax planning created by the pandemic, and how you can motivate clients to act.
  • An overview of key estate planning strategies for clients.
  • Our in-house tax expert gives an update on inheritance tax legislation and what it means for estate planning.

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