The Value Navigator series
Uncover value in estate planning for your clients and business.
A new series of inheritance tax webinars
It’s not always straightforward to add value to a client’s financial plan.
Financial advisers must navigate the ups and downs of the economy, the twists and turns of evolving regulation, and changes in their clients’ circumstances.
But this new webinar series will equip you with the key information and resources you need to make the most of one of the biggest opportunities to add value there is: inheritance tax planning.
What each webinar covers
Webinar 1
Available now on demand
Duration: 36mins
Prioritising estate planning
Support your understanding of key estate planning strategies and help clients take action.
Duration: 36mins
Webinar 2
Available now on demand
Duration: 30mins
Spotting opportunities in your client bank
Spot estate planning opportunities in this session covering client scenarios.
Duration: 30mins
Webinar 3
Available now on demand
Duration: 31mins
Writing Business Relief cases with confidence
How to recommend the right Business Relief product for your client.
Duration: 31mins
Risks to bear in mind
Capital at risk
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 relief can’t be guaranteed
Tax relief depends on the companies invested in maintaining their BR-qualifying status. Tax treatment depends on individual circumstances and tax rules could change in the future.
Volatility and liquidity
The shares of AIM-listed and unlisted 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.
Assessed case-by-case
HMRC will only conduct a BR assessment after the death of an investor, to confirm whether the companies invested in qualify for BR at that time.