The award-winning Adviser Hour returns this week with the second in the series focusing on Business Relief: IHT Planning, Choices and Timing which will take place on Thursday 14th October at 10am. 

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Inheritance tax planning is the cornerstone of many of the financial planning solutions which advisers put in place, but how do they make sure underlying investment schemes deliver what investors expect and returns are not eroded by hidden charges, particularly those schemes utilising Business Relief (BR)? . 

Topics for the October Episode will include: 

  • • Capital Gains Tax changes 
  • • Insurance in a Global Pandemic 
  • • Volatility of AIM portfolios 
  • • What advisers should look for 
  • • Diversification 
  • • The impact of the pandemic on client’s existing portfolios 
  • • Private company valuations 

Hosted by Lawrence Gosling, the second episode of the Autumn Series features a star line-up of both old and new leading industry figures and commentators featuring guests representing some of the best established and most popular Business Relief providers in the market PK Wealth, Unicorn, Downing and the Tax Efficient Review. 

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