MITIGATING INHERITANCE TAX LIABILITY FOR YOUR CLIENTS – CPD WEBINAR

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 will cover:

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

Following the presentation there will be an opportunity for a short Q&A. The session is open to FCA 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