IHT & Business Relief Compliance
Many advisers are now familiar with the use of Business Relief as part of IHT Planning. Over recent years the number of providers with such investments has grown considerably, offering a greater range of options for advisers but making the decision making process more complex.
Justin Elmes from Puma Investments has worked with Business Relief solutions for the last 7 years and the learning outcomes for the session are :
• The changing provider landscape
• How the use of Business Relief has changed and the risks of not using it
• Questions to ask providers to simplify the decision process
• Considerations when diversifying between providers
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p
Venue
- Cornish Mutual
- The Barn, Hitchcocks Business Park
- Uffculme
- EX15 3BZ
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 1/2 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.