IHT planning using Business Relief for retail and corporate clients
IHT planning using Business Relief for retail and corporate clients
I am delighted to invite you to one of two upcoming lunch events where I'll be providing an overview of the growing opportunity for Inheritance Tax planning and highlighting the scenarios where Business Relief solutions may be a useful tool for both retail and corporate clients.
To ensure you leave with some valuable insights to share with clients, I will be joined by Dr. Dan Appleby, Chief Investment Officer, and between us we will summarise the key features, benefits and risks of some of the investment solutions offered by Blackfinch.
This will include both the Blackfinch Adapt IHT Service and Blackfinch Adapt AIM ISA Portfolios.
We will also outline how our Thrive Corporate Management Service can provide a solution for those who have excess cash in a business that could be working harder for them, as well as retaining/qualifying for Business Relief and Business Asset Disposal Relief (formerly known as Entrepreneurs’ Relief).
2 hours of structured CPD not to be missed! Book your place using the registration buttons above.
Dominique Butters Executive Business Development Manager