Writing Business Relief cases with confidence

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? 

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

The final part of this webinar series will cover:  

• 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. 

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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.