October 22 2024 webinar Phil Payandee Puma Investments
Join us for this webinar at midday on Tuesday 22 October.
During the session we will look at why Inheritance Tax is becoming a growing issue for a number of clients, and how Business Relief can complement existing options to mitigate IHT. We will take an in depth look at how Puma can provide one of the most liquid BR plans whilst providing one of the most consistent returning products over the last 10 years, and the main types of client profiles they see utilising Business Relief.
Phil Payandee
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Phil Payandee
Learning Objectives
1. Demonstrate the reasons why we have seen an increase in IHT paid to the Revenue since 2009.
2. Identify opportunities to potentially mitigate inheritance tax through the use of appropriate investments and strategies.
3. Describe different ways of accessing Business Relief and why one might be more appropriate than others for varying client needs.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.