13 May

The Estate Planning Show: Understanding the Detail and Writing Business

Episode Two: Understanding the Detail and Writing Business

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 looks in more detail at how BPR-qualifying investments work. We’ll get under the bonnet of the Octopus Inheritance Tax Service and look at the steps involved in writing the business.

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.

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13th May 2020

10:00 am - 11:00 am

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