Inheritance Tax & Business Relief: Strategy, Suitability and Investment Insight
Anna Brooksbank, Senior Business Development Manager from Blackfinch Investments, will be hosting a valuable one-hour virtual CPD session to explore successfully navigating opportunities with Inheritance Tax (IHT) and Business Relief (BR).
In this webinar, Anna will summarise the typical types of clients that may benefit from Business Relief investments to enable you to identify who, what, where and when to use these products. You'll be provided with a breakdown of the BR rules, shown worked tax examples of different client scenarios, and be guided through how things have changed in recent years, leaving you with some practical tips for use with your clients.
Gordon Pugh, Investment Director, will also be on hand to discuss the benefits and risks of the Blackfinch Adapt IHT Service and following its success, how the recent launch of an insured option offers the same investment approach you know – but with added reassurance.
He will touch on how our Investment Team identify potential trading activities in our IHT portfolios, build diversification through a dynamic asset allocation strategy, manage risk and create stable returns that meet investor objectives.
The session will also touch upon tax planning opportunities for retail and corporate clients.
We look forward to welcoming you to what promises to be an informative and thought-provoking session.
Learning Objectives
- Explain the rules around Inheritance Tax / Business Relief, and the new allowances.
- Describe what Business Relief investments are, and the structure of Asset Backed BR solutions.
- Understand how Blackfinch Adapt IHT Service can benefit clients' financial and estate planning needs.
- Identify the types of clients where Business Relief investments may be suitable.
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