This industry update of the Business Relief (BR) landscape comes at a time where latest HMRC figures for 2023 demonstrate another record-breaking year of IHT receipts. There is a huge opportunity for financial advisers to discuss estate-planning options for clients and explore how investments that qualify for BR can help unlock capital preservation and growth opportunities. As well as insights into the wider market landscape, this update delivers expert insights from prominent BR managers taking a closer look at effective IHT-mitigation strategies and how selecting a specialist manager can help your clients achieve their estate-planning goals. You can claim up to 2 hours CPD for reading the update and it is free to access here.
Remember to claim up to 2 hours CPD after going through the highly readable report.