Webinar 22 Oct 2024 Puma Investments
Join us for this webinar at midday on Tuesday 22 October.
During the session we will look at why Inheritance Tax is becoming a growing issue for a number of clients, and how Business Relief can complement existing options to mitigate IHT. We will take an in depth look at how Puma can provide one of the most liquid BR plans whilst providing one of the most consistent returning products over the last 10 years, and the main types of client profiles they see utilising Business Relief.
Phil Payandee
Phil Payandee joined Puma Investments from Vitality Invest in 2022 as a Business Development Manager for the Midlands. Prior to this he spent 4 years at LV as a Senior Retirement Consultant, and 9 years with MetLife as a Senior Business Development Manager focusing on income and capital guarantees for Pension, ISA & Bond clients. Phil holds the CII Level 4 Diploma in Financial Planning, and graduated with an Honours Degree in Financial Computing from Brunel University.
Learning Objectives
1. Demonstrate the reasons why we have seen an increase in IHT paid to the Revenue since 2009.
2. Identify opportunities to potentially mitigate inheritance tax through the use of appropriate investments and strategies.
3. Describe different ways of accessing Business Relief and why one might be more appropriate than others for varying client needs.