PFS CPD Webinar- The Business Relief advice journey
Aim:
The Business Relief advice journey
Learning outcomes:
o The advice journey and process
o Assessing IHT liability and RNRB qualification
o Considering suitability & BR service
o Potential client objections
o Creating a sustainable legacy
o Options post death
Bio:
Chris Horsford is TIME Investment’s Business Development Manager for the South West. He joined in January 2014, having previously been at Iveagh Limited – the Family Office for the Guinness brewing dynasty and the inventors of the perfect pint! Before this he worked at Octopus Investments, heading up their office Business Development Team.
Chris expertise spans the range of TIME products & services including defensive Long Income funds for clients in retirement, structured products and particularly Business Relief qualifying investments. Chris’ role is to support advisers particularly in the technical area of applying Business Relief to mitigate IHT and its interaction with qualifying for the Residence Nil Rate Band.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's 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.