Webinar PFS CPD Event - Understanding Business Relief (BR), VCT's, Protection and Inheritance Tax Solutions
PLEASE NOTE, PLYMOUTH & CORNWALL INSURANCE INSTITUTE & PFS MEMBERS HAVE PRIORITY IN RESPECT OF BOOKINGS.
The webinar will cover the below:
Planned Learning Objectives
- Understand Business Relief (BR), Protection and Inheritance Tax Solutions
- 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
We will also cover Venture Capital Trusts
Planned Learning Objectives
- Overview of VCT’s
- Misconceptions of VCT’s
- Pro’s and Con’s of VCT’s
- VCT – Planning ideas
- Overview of Foresight VCT’s
Oliver is Foresight's Senior BDM- working with advisers across the South West working from Bath to Land’s End. Supporting and training advisers across our Tax Efficient products (Business Relief, VCT and EIS) and 3 x OEICs.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
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.