PFS Teams Session - Are you prepared for the Great Wealth Transfer?

Teams link to be sent the day before the session

Session Overview:

With an estimated £5.5tn set to pass between generations over the next three decades *, there has never been a greater need for advisors to consider intergenerational planning. Business relief can be an effective shelter from inheritance tax, but also a tool that can help advisors retain funds in their business when a client passes. Join us for this CPD session where we will explore –

• The importance of estate planning in future proofing your business
• What is business relief and why it exists
• Clients who could benefit from business relief

Learning objectives

By the end of the session, participants will be able to understand

• How to use trust planning without using the Nil Rate Band or incurring chargeable lifetime transfers (CLT).

• Working with clients with a POA in place and ideas for working with the beneficiaries.

• Help you to assist clients who have recently sold a business.

• How you might make the most of ISA assets in estate planning.

• Planning opportunities for a business that holds too much cash.

Callum Gallacher
Business Development Manager
Octopus Investments

Callum Gallacher is a Business Development Manager for Octopus Investments, helping advisers in the Southwest of England with their tax planning propositions.

He has worked with Octopus for two years having transitioned from business development in the science sector. In his spare time, he enjoys music and travelling.