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Estate planning moving forward - how the Budget could impact what you recommend
The Autumn Budget confirmed support for longstanding reliefs from inheritance tax, laying a clearer path for clients and their inheritance tax planning.
Additionally, there are changes planned to the inheritance tax treatment of pensions. We'll discuss how the change could affect clients and explore potential tax planning options that could come into play, including those that involve Business Relief.
Join our webinar this Wednesday 20 November at 11 am where we'll:
• Cover the key changes to inheritance tax and what they mean for clients and your business.
• Clarify some of the misconceptions surrounding changes to Business Relief (BR).
• Explore new client planning opportunities following the Budget.
• Host a Q&A session where we'll answer your questions live.
Secure your place
Key risks of Business Relief investments:
• 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 tax rules could change in the future.
• Tax relief depends on portfolio companies maintaining their qualifying status.
• The shares of smaller and unquoted companies could fall or rise in value more than other shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
Business Relief investments are not suitable for everyone. Any recommendation should be based on a holistic review of your client's financial situation, objectives and needs. This communication does not constitute advice on investments, legal matters, taxation or any other matters. Personal opinions may change and should not be seen as advice or recommendation.
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