Writing Business Relief cases with confidence

This on demand webinar was recorded on 25 July 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 All information will have been correct at the time, but some statistics and deadlines may now be out of date.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 to choose the right investment for your clients

So you have a client who might benefit from making a Business Relief-qualifying investment. 

How do you go about choosing the right investment to meet their specific needs? 

Is an AIM portfolio or unquoted portfolio right for my client? 

How should you approach building their case file? 

"Very informative webinar"

- Adviser, Irwell Wealth Management

By watching this webinar, you'll learn

• How investing in Business Relief-qualifying shares listed on AIM and unquoted Business Relief service works and the types of clients it might be for.
• Expert tips on effective case writing, including compliance and suitability. 
• Support on handling client questions.
• How Octopus can support your estate planning business. 

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. 
• The shares of AIM and unquoted companies could fall or rise in value more than shares listed on the main market of the London Stock Exchange. They may also be harder to sell. 

Meet the speaker

Nick Maidment

Head of Retail Sales, Octopus Investments

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