Introducing IEP Apex: A new type of BR service with no-cost IHT cover
Simon Harryman & Matt Dickens, Senior Business Development Directors at Ingenious
About this talk
Join us to learn how IEP Apex – a new type of BR service with no-cost IHT cover – can help you improve outcomes for your clients and their beneficiaries.
In the session, we’ll look at practical examples of how recommending IEP Apex for your clients can reduce uncertainty and maximise the wealth they pass on to their beneficiaries. And we’ll look at how these positive client outcomes can ultimately help you build relationships and contribute to retaining intergenerational business.