11 May 20

Triple Point Estate Planning Webinar (CPD Qualifying)

In these difficult times, many are looking for help with their estate planning. Join the Triple Point team as we navigate the options and opportunities for your clients today.

The 45-minute CPD qualifying presentation will explore inheritance tax and BR planning opportunities. This session is designed as a refresher for those with experience within this marketplace as well as those looking to gain knowledge in advising clients with IHT issues.

Learning objectives

  • IHT planning and the options

  • What is Business Relief

  • Who are the typical clients for Business Relief and what are the attractions

  • Things to consider when selecting a Business Relief manager

"Book your place below" to attend a presentation hosted by your regional business development manager 

This webinar is for professional advisers and paraplanners only