Business and Investment Relief......A Technical Briefing From The Ingenious Group

IICG is pleased to present another one of it's technical CPD briefing events for the PFS community.

This session is aimed for all of our PFS members and at the end of the session, delegates will have been delivered an education talk and understand how to

Articulate the background and the role of Business Relief (BR) in proactive estate planning, and understand,
o The range of solutions available across AIM and unquoted investments,
o The positioning of BR against more traditional forms of IHT planning
o The nature, risk and liquidity of the BR market across separate asset classes
o The impact of potential Care Fees and how this affects proactive IHT/BR planning
o Opportunities available for pre-care fees planning
Be given an introduction and background to Investor’s Relief (IR), and understand,
o The associated tax advantages of IR and how it compares to alternative tax reliefs
o How BR and IR can help target a wider audience than straight BR solutions
o How to identify potential clients for Business Relief and Investors Relief planning

Our speakers both come from The Ingenious Group who are an investment company specialising in the media,infrastructure and real
estate sectors.

Richard Nichol is an Investment Manager and Matt Dickens is an Investment Director both in the Client Relationship Team and are responsible for developing relationships with investors and their advisors

The event will take place at The Chase Hotel,Shurdington,GL3 4PB. Refreshments and a light buffet will be available in The Cathedral Suite from 1230pm and the talk will commence at 1pm and finish at 2pm. Car parking is available on site.

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