IHT planning using Business Relief for retail and corporate clients

 Please join me over lunch for an overview of the growing opportunity for Inheritance Tax planning, plus discussions around the scenarios where Business Relief solutions may be a useful tool for both retail and corporate clients.

Thursday 27th June

12:00 - 14:30
Crowne Plaza Gerrards Cross

To ensure you leave with valuable takeaways to share with clients, I will summarise the key features, benefits and risks of some of the investment solutions offered by Blackfinch. This will include both the Blackfinch Adapt IHT Service & Blackfinch Adapt AIM ISA Portfolios.

I am delighted that I will be joined by our Head of AIM Investments,
Chris Swanepoel, who will be on hand to share his insights.

Finally, I will also outline how our Thrive Corporate Management Service can provide a solution for those who have excess cash in a business that could be working harder for them, as well as retaining/qualifying for Business Relief and Business Asset Disposal Relief (formerly known as Entrepreneurs’ Relief).

We look forward to seeing you there!

1 hour of structured CPD not to be missed! 
Book your place using the registration button above.