Spotting opportunities to write estate planning business
Rising asset values, frozen inheritance tax allowances, pent-up demand for advice – it’s no wonder more than half of the financial advisers expect demand for IHT planning to rise in the year ahead. ¹
What planning opportunities exist for your clients? What approach might be right for them? And how might Business Property Relief help?
Let us help you find your next IHT case and write the business.
¹Source: The Openwork Partnership, June 2021
Watch this webinar and learn
Why estate planning is an important growth opportunity for advisers
How investments that qualify for Business Property Relief can help
A wide range of client planning scenarios, covering everything from clients who have a Power of Attorney in place, through to clients who have sold a business
How Octopus can support your conversations with clients