OVERVIEW

20th May 2025
Zoom Webinar
12pm – 1pm

Hear Rockpool’s Head of Investment, Andrew Green, explain how Business Relief can be used as part of an estate planning strategy for your clients.

The presentation covered:

  • How to plan for Inheritance Tax
  • Which investments qualify for Business Relief
  • Understanding the upcoming changes to Business Relief
  • Historic performance of Rockpool’s Inheritance Tax Service

Following the presentation there was a short Q&A. This session was open to registered intermediaries. This webinar has been certified by the CPD Certification Service and attendance equates to one hour of CPD.

Capital at risk. Tax benefits depend on personal circumstances, the circumstances of the company and on rules and regulations, all of which could change.

If you have any questions about this webinar, please email team@rockpoolinvestments.co.uk

SPEAKERS

Andrew Green

Head of Investment

REPLAY

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