Date: 19/05/2020 10:00 am

Recorded on Tuesday 19 May We explored how Business Relief (BR) investments offer an opportunity to create a powerful and sustainable legacy.

 

When considering our impact on the world both now and in the future, climate change is one of the greatest public concerns. Many recent studies agree that increasingly, investors are prioritising environmental factors when considering an investment.

 

In the context of leaving a legacy, BR investment services can offer a dual benefit. They provide a fast and flexible method of leaving a tax efficient financial legacy to loved ones. They can also provide a direct route to sustainable investment, depending on what areas the service invests in.

 

This webinar analysed the sustainable investment sectors available within BR services, including different types of renewable energy generation and sustainable forestry.

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This webinar will cover:

  • How to engage clients in personal and financial legacy planning
  • How BR can provide a sustainable financial legacy for future generations
  • Analysis of underlying investment sectors

 

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

 

 

cpd