IHT Planning including BR for businesses

Online Masterclass

Tuesday 15th June 2021, 10am to 11am

This Masterclass will cover:

Factors which are shaping the growing demand for estate planning.

Summary of the main IHT rules and allowances.

Exploring Business Relief (formerly Business Property Relief).

Understanding how this type of planning can add value and diversification to your clients.

Key due diligence considerations and how to differentiate between providers.

Client scenarios to look out for.

As a reminder, all our Masterclasses qualify for CPD.

Book your Masterclass place HERE



Sarah Wakefield

Sarah is responsible for managing relationships with intermediaries and advisers in central west England. She brings over 20 years’ experience in financial services.