IHT: Getting to grips with Business Property Relief

Intermediate
Tax and trusts
Accredited
Video
Date:

Tuesday 13th November 2018

Location:

Online

Duration

58 MINS

Business Property Relief (BPR) is a well-established investment incentive and estate planning tool so we’ll take a closer look at BPR-qualifying investments and how they can complement other inheritance tax planning strategies.

Learning objectives

In this session we covered…

  • The types of clients who could benefit from BPR-qualifying investments
  • Researching the right provider for your client
  • Due diligence

Speakers

1
Victoria Barber
Octopus

Strategic Partnerships Account Manager, joined the team in September 2017 to focus on building relationships with advisory networks, service providers and larger national firms. Prior to this, she worked as a Business Development Manager, supporting Financial Advisers and Paraplanners in the South Wales region. Victoria has a BA Hons in American Studies from Swansea University and is currently studying for her diploma in financial planning.

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