BIRMINGHAM: Harnessing the power of Business Relief for IHT clients

26th Sep
from
09:30 - 11:30

Harnessing the power of Business Relief for IHT clients

Venue: Pinsent Masons LLP, 3 Colmore Circus, Birmingham, B4 6BH

Business Relief provides many important IHT planning benefits to investors and business owners:

  • avoid the complexities and drawbacks of trusts, gifts and PETs;
  • remain in control of the assets;
  • no need to have a business to benefit;
  • 100% relief from IHT after just 2 years;
  • CGT deferral for business owners; and
  • a wide range of low risk asset classes with little correlation to equities.

During the seminar we will look at how other advisers have been able harness the power of Business Relief to create flexible, low risk and IHT efficient portfolios that can quickly and substantially improve their clients' positions.

Our complimentary seminar is a must for all advisers who already take IHT planning seriously (or want to break into this lucrative niche) and have clients (or want to generate clients) who:

  • wish to reduce their IHT exposure;
  • would prefer to retain control of assets whilst repositioning them for IHT purposes;
  • need to plan under Power of Attorney;
  • wish to diversify and de-risk their portfolio; and
  • want to invest with the advantages that asset backed opportunities provide.

.

Do not delay, book your place today!

Please click on the Seminar tab below to book your seat - limited places available.

CPD: 2 hours, but more importantly your clients will thank you for the extra value you can bring!

Time: 09:30 - 11:30

Venue: Pinsent Masons LLP, 3 Colmore Circus, Birmingham, B4 6BH

Book Your Place

Fill out application form below to reserve a place at the BIRMINGHAM: Harnessing the power of Business Relief for IHT clients

BIRMINGHAM: Harnessing the power of Business Relief for IHT clients Booking Application

Any questions please contact us 020 3195 3500.

CONTACT DETAILS

Stellar Asset Management Limited
4 Princes Street
London
W1B 2LE

Tel+44 (0) 20 3195 3500
Fax+44 (0) 20 7499 4914
Emailinfo@stellar-am.com