Webinar PFS CPD Event - Understanding Business Relief (BR), VCT's, Protection and Inheritance Tax Solutions
Session Overview
- Overview of IHT
- Benefits of Business Relief
- Choosing a BR provider
- Tax Planning Ideas
- Overview of Foresights differentiators
Webinar link will be sent by Theresa the day before.
Learning Objectives
At the end of the session, participants will be able to:
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Understand Business Relief (BR), Protection and Inheritance Tax Solutions
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Consider the application of BR in tax planning for clients
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Considering the FCA guidance for selecting providers
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Ways to identify BR opportunities within your client bank
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Why Foresight?
Oliver Wilde - Senior BDM Foresight
Oliver is based in the South West and is the Senior BDM at Foresight covering firms from Bath to Lands End.
His role is to support and train financial advisers on the Foresight’s range of Tax Efficient products (Business Relief, VCT and EIS) and 3 x OEICs.
Foresight only sell their products via financial advisers.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 1/2 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.