INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

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.

Three webinars, starting each Thursday from 11 July 2024, will help you advise your clients and help you grow your estate planning business.

couple talking to an advisor who is showing them something on his laptop

What each webinar covers

Webinar 1

Available now on demand

Prioritising estate planning

Support your understanding of key estate planning strategies and help clients take action.

Duration: 36mins

Webinar 2

Webinar 3

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.