Investing
INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate
Estate planning in 2021 and beyond
INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

Estate planning in 2021 and beyond

Overview

Date Available now on demand Duration 59 minutes

Register to attend

As 2020 draws to a close, what key estate planning themes can we expect in the years ahead?

With large amounts of wealth set to pass down the generations, we looked at some trends that might affect your business.

Watch this episode on demand to learn:

  • How changing client needs could impact the estate planning you recommend, and the challenges you’ll need to consider
  • How advisers working more closely with solicitors will be essential in meeting a growing demand for estate planning
  • How Business Property Relief fits into the picture, plus some real-life client scenarios you might come across

Fill in your details to watch this on demand webinar and get one hour of CPD now.

The value of a BPR-qualifying investment, and income from it, can fall as well as rise. Investors may not get back the full amount they invest.  

More episodes in this series

On demand webinarBusiness ReliefCPD activity
Available now on demand

Advising older clients during the pandemic

We speak to guest expert Tish Hanifan, founder and joint chair of the Society of Later Life Advisers (SOLLA), about advising vulnerable clients remotely.

Duration: 49mins
More information
On demand webinarCPD activity
Available now on demand

Helping clients overcome investment fears

In this episode we were joined by behavioural finance expert Greg Davies for practical tips on helping clients overcome the fear of investing during times of uncertainty.

Duration: 1hour
More information
On demand webinarBusiness ReliefVenture Capital TrustsCPD activity
Available now on demand

Planning opportunities for clients who own a business

Our in-house experts discuss ideas that can maximise the planning you do for business owners. And you'll hear from advisers on the planning they’ve put in place for business owning clients.

Duration: 54mins
More information