Details
Agenda: We will investigate which clients are most suitable for Business Relief and where the trigger points are. This includes an interesting look at how, through recommending Business Relief, advisers can secure new clients through intergenerational planning.
At Deepbridge Capital, we believe that prior to considering a Business Relief (BR) investment, financial advisers and the investor should have a clear understanding around the basics of BR, including; how BR can be used as an Inheritance Tax (IHT) planning tool, how BR propositions work, due diligence considerations and the types of assets that are being invested in.
We are therefore delighted to invite you to attend our series of 4 webinars, offering financial advisers the opportunity to learn more about BR and consider whether it might be an appropriate proposition for their clients, both as an IHT planning tool and as an investment opportunity.
Small unquoted stocks should be treated as high risk investments and therefore understanding the management approach of the Investment Adviser should be imperative.
EPISODE 1: An introduction to Business Relief as a primary IHT planning tool
- Date: 31/10/2023
- Time: 8.30am - 9.15am
- Agenda: In this session, we will discuss what Business Relief is, how it integrates with IHT, and how it operates in comparison to other more traditional IHT planning tools.
EPISODE 2: How Business Relief propositions work – using practical examples
- Date: 07/11/2023
- Time: 8.30am - 9.15am
- Agenda: We will investigate which clients are most suitable for Business Relief and where the trigger points are. This includes an interesting look at how, through recommending Business Relief, advisers can secure new clients through intergenerational planning.
EPISODE 3: Due diligence considerations to take into account when comparing Business Relief propositions
- Date: 14/11/2023
- Time: 8.30am - 9.15am
- Agenda: Understanding the different types of risks, considering how to select a fund manager and identifying what third party support is available to assist you with your due diligence process.
EPISODE 4: An in-depth look into renewable energy as an asset class
- Date: 21/11/2023
- Time: 8.30am - 9.15am
- Agenda: An interesting look into the hotly topical renewable energy sector; looking into the power of sustainable investing and why we invest in this space.
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IMPORTANT:
The views expressed in this broadcast are the views of the individual and not necessarily of Deepbridge Capital LLP. Figures quoted by the presenter and/or guest may be approximations.
The content of this video should not be construed as financial advice.
This video is a real-time financial promotion and, as a result, has not been approved as a financial promotion for the purposes of Section 21 of the Financial Services and Markets Act 2000.
RISK WARNING:
Any decision to invest should be made only on the basis of the relevant documentation for the investment available in the accompanying company profile. Investments in unquoted companies carry high risks.
Capital invested will be at risk and you could lose all of your investment. No established market exists for the trading of shares in private companies, making it difficult to sell shares.
Tax treatment depends on the individual circumstances of each investor and may be subject to change in future. The availability of tax reliefs depends on the Company invested in maintaining its qualifying status.
Past performance is not a reliable indicator of future performance.
