PFS CPD Event - Business Relief for Estate Planning
Venue – Cornish Mutual
The Barn
Hitchcocks Business Park
Uffculme, EX15 3BZ
Registration 8am
Presentation 8.15am – 9.30am (1.25 hours CPD)
Speaker : Chris Horsford, local PFS member and also local point of contact for TIME Investments will be hosting a round table discussion on the application of Business Relief for estate planning.
The session will be case study focussed looking at common scenarios including interaction with the Residence Nile Rate band, corporates and trusts and some consideration points for due diligence on providers. Those interested should come armed with a few client scenarios to discuss and share. Attendees can take away a copy of the Intelligent Partnership research document “A Guide to the Application of Business Relief”
Learning outcomes for the session :
- Be able to describe different opportunities for BR investment
- Be able to undertake extensive due diligence on BR services
- Know how to evaluate the benefits and risks of different BR strategies
- Understand and appreciate advanced BR planning approaches
- Know how to access material for use with professional introducers
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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 1/4 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.