Writing Business Relief cases

Recommend Business Relief with confidence. Tune in for expert tips on soft skills, compliance, suitability and more.

Overview

Date Thursday, 16th February 2023, 10:00am Duration 1 hour

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

It might not be every day that you recommend a Business Relief (BR) qualifying investment to a client. But inheritance tax is a growing issue for families across the UK, and BR-qualifying investments are an important tool in your estate planning toolkit.

So it’s important to be confident writing BR cases. And this webinar will help you recommend your next case smoothly and confidently.

In this webinar:

  • Why inheritance tax is a growing concern and the importance of Business Relief.
  • A panel of financial advisers join for a discussion on how they approach writing BR cases.
  • Special guest Mark Greenwood, Director of Compliance Services at SimplyBiz, gives practical tips around risk, suitability, and Consumer Duty.
  • How to choose the right investment for a client.

Key risks:

  • The value of an 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 their qualifying status.
  • The shares of unquoted and AIM-listed 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.

Issued by Octopus Investments Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London, EC1N 2HT. Registered in England and Wales No. 03942880