The Business Relief advice journey

Presented by

Wayne Readshaw - TIME Investments

About this talk

This session aims to support advisers and planners considering Inheritance Tax planning for clients and will consider how Business Relief qualifying investments can provide an intergenerational planning strategy. The ‘advice journey’ from initial client discussions right through to post death options will be examined and how investment managers as well as independent researchers can provide support and resources to planners. Learning Objectives • Know how to assess future IHT liabilities • Understand how Business Relief can provide an intergenerational planning opportunity • Understand due diligence consideration on BR managers and provider support • Be aware of how to overcome client objections

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