Face to face, breakfast session - Business Property Relief and the benefits using a BPR product for your clients

The Exeter Court Hotel
Wednesday, 11 October 2023
8:30 am – 10:00 am (UK time)
    • Martin McDermott, Business Development Manager, Octopus

Thanks to Martin McDermott for this face to face training workshop.

Session Overview:

The aim of this session is to educate you on Business Property Relief and allow you to identify solutions for your clients that harbour an IHT liability.

We will explore a range of different client planning scenarios and explain how Business Property Relief could benefits these types of clients.

Venue: Kennford Suite, Exeter Court Hotel, Kennford, Exeter, EX6 7UX

Timing: Bacon roll, tea coffee & juice at 8.30am, session starts 9.00am and finishes at 10am.

Learning objectives:

At the end of the session attendees will be able to:

  • Possible client scenarios might be:
  • Recap on Business Property Relief and run through the majority of scenarios that your clients might be experiencing
  • Clients who want to retain access
  • Clients who have a POA in place
  • Clients who want an IHT free ISA
  • Clients who inherit their spouse’s ISA
  • Clients who have sold a business
  • Clients who want to settle into trust and also have an existing trust
  • Clients who want to benefit from RNRB

Martin McDermott
Business Development Manager

Martin has worked in Intermediary Distribution for 34 years and has worked for a few different providers including Eagle Star, Zurich, London and Colonial and Octopus. Nearly 18 years was spent in senior roles including Head of Intermediary Sales at Zurich taking the new platform to market and also Head of Sales at London and Colonial growing their distribution in the UK and offshore.

For the last 7 years he has worked at Octopus Investments as the Business Development Manager for the South West working with advisers and other professional connections to help them integrate tax planning into their advice proposition.

Martin is married with two grown up children, two cats and a Cockerpoo called Minnie dog and lives just South of Bristol. He spends his spare time going to the gym, playing golf, travelling, sometimes supporter of Bristol City and likes most sport.

  • The Kennford Room
  • The Exeter Court Hotel
  • Kennford
  • EX6 7UX

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's 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.