IHT Planning including BR for businesses

The Lamb & Trotter, London

Tuesday 15th June 2021, all day event

This session 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.

To register your interest, please email ** [email protected]**

Speakers

Speaker

Mo Khan

Mo brings 30 years’ experience in financial services. Previously he was a field-based Business Development Manager at Octopus Investments.

Speaker

Ed Price

Ed joined Blackfinch bringing over 11 years’ experience in financial services. Previously, he worked at insurance firm NFU Mutual as a Sales Executive working with high-net-worth-individuals.