PLENARY: GETTING ESTATE PLANNING DONE - RECOMMENDING A SOLUTION WITH CONFIDENCE

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Presentation

We all know about the need for advice when it comes to estate planning. Many families in all regions across the UK face a potential inheritance tax liability. And we all know about the importance of estate planning to fulfil your duty as a financial adviser and to ensure positive outcomes for your clients. So let’s talk about solutions and how you can recommend a strategy with confidence.

After attending this session, delegates will understand:

• Why inheritance tax is a growing concern and understand the solutions available for clients with different needs.
• Understand how Business Relief can help and how you can recommend Business Relief-qualifying investments with confidence.
• A range of practical tips and approaches to help clients make positive decisions about leaving their estate to loved ones.

Risks of Business Relief-qualifying investments:

• 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 tax rules could change in the future.
• Tax relief depends on portfolio companies maintaining their qualifying status.

Speaker
key partnerships manager
Octopus Investments
Sponsor