Date: 23/02/2021 10:00 am

Recorded on Tuesday 23 February at 10am.

We recently took a deeper look at Business Relief (BR) and how it can be incorporated into your clients’ estate planning.

Henny Dovland, Business Development Director (London), and Sam Jermy, Business Development Director (South East), share a variety of real life BR scenarios including:

  • Flexible ISAs
  • Replacement relief following the sale of a business
  • Life investment trusts
  • Gifting BR shares into trust

Henny and Sam also answer a selection of frequently asked questions around estate planning and BR.

 

Please note, this webinar is for Financial Advisers and Paraplanners only.

 

Watch now. 

cpd