Financial Liverpool - Solving Inheritance tax issues using a business relief portfolio
Thursday, 20 October 2022
12:00 pm – 1:00 pm (UK time)
Jon Gould , supported by Mike Senior will present how a business relief portfolio can help protect clients wealth from Inheritance tax, and how Psigma as part of Canaccord Genuity Wealth Management can support you with this area of planning.
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.