Business Development in Business Relief - a new Adviser Home Guide

This new guide is all about ways to help you with your business development in this area of growing importance to adviser and their clients.

Full of expert input from partners and commentators the Guide is written and edited by Lisa Best, Adviser Home Director.
 

Introduction:

• Why Business Relief is becoming a more valuable part of estate planning  

Compliance considerations

• Addressing professional indemnity insurance concerns
• Platform access 
• Vulnerability considerations
• Andy Kirby, MoneyAlive, Helping Clients Understand BR: Supporting Consumer Understanding Through Clear Communication

Assessing existing client banks for BR solutions to improve planning outcomes amid IHT changes 

Using professional connections for knowledge exchange and Business Relief advice opportunities 

Leveraging the expertise of Business Relief specialists 

Where Business Relief can boost client engagement 

• Business Relief as an intergenerational planning tool
• Business Relief intergenerational case studies

Adding value by helping clients claim Business Relief 

• Direct Payment Scheme
• IHT payment by instalments for BR qualifying assets 
• Links to other professionals such as solicitors in complex cases

In association with: