Business Development

 19.02.2020

Find out why these advisers recommend BPR - qualifying investments

Estate planning is growing ever more important. Thanks to rising asset prices, more people than ever are set to face an inheritance tax bill in the coming years. 
 
Octopus Investments recently surveyed 560 financial advisers to get their first-hand experiences of helping clients put estate planning in place. The findings have been compiled into a new report that’s now available for professional advisers and paraplanners.

 

 


You can download the new report here

Unlock the advice opportunity of the decade 
 
The research reveals that clients are becoming increasingly wary of needing access to their capital in later life. And that’s holding some people back from starting their estate planning.
 
The good news is, there is a solution that addresses this issue. 
 
In the report you’ll learn: 

  • How estate planning can lead to more assets under advice.
  • Why clients worry about giving up access to capital.
  • The value of having more Business Property Relief conversations with clients.

Read it today via the link below.

Get a copy of the report

If you’d like to find out more about estate planning and how BPR could help your clients, sign up to this Octopus  3-part webinar series here.

Some risks of BPR-qualifying investments to keep in mind:

  • The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest. 
  • Tax treatment depends on individual circumstances and could change in the future.
  • Tax relief depends on portfolio companies maintaining their qualifying status.

(The research was conducted by Octopus and VouchedFor via an online survey of 560 financial advisers. Research was carried out in December 2019.)

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