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PFS Live CPD - Utilising Business Relief for IHT planning and navigating the new ....
Wednesday 5 February 2025, 9:00 am - 10:00 am
The Exeter Court Hotel
Oliver Wilde, Senior BDM, Foresight
CPD
Venue: The Boardroom, Exeter Court Hotel, Kennford, Exeter, EX6 7UX
Session Overview:
This session is a deep dive into the Business relief landscape.
Understanding how the legalisation changes announced in the recent budget will impact clients and how business relief could help address IHT issues.
Learning objectives
Areas discussed during the session will include:
- Understand Business Relief (BR), Protection and Inheritance Tax Solutions
- How the Budget has effected Business Relief for IHT Planning
- Consider the application of BR in tax planning for clients
- Considering the FCA guidance for selecting providers
- Ways to identify BR opportunities within your client bank
- 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.
Venue
The Board 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 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/learning/cpd/.