05 May

The Estate Planning Show: Positioning Estate Planning With Clients Who Could Benefit

Episode One: Positioning Estate Planning With Clients Who Could Benefit

One of the things we’ll be talking to you about is how Business Property Relief could be a useful estate planning tool for some clients. This episode covers the IHT landscape and the opportunity it presents. Discover how to match the right clients to the right products and learn to identify clients who could benefit from an estate planning conversation.

Our first ever Octopus Live Online brings you the very best IHT knowhow from leading experts. We’re coming to you live from our (genuine) studio, sharing insights we’ve gathered from thousands of conversations with advisers. If you’re looking to help more clients with their estate planning and want to hear practical information, engagingly presented, then make sure you tune in. We look forward to welcoming you.

Book this event

5th May 2020

10:00 am - 11:00 am

Book this event

Contact us

Part of the Verve Group

Design by Tony McBride, website by Outlines Design.

No newline at end of file