The GrowthInvest Adviser Hour Autumn Series 2021: IHT: Planing, Choices and Timing is now available to watch on demand.

Click here to watch on demand 

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 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

We ask a panel of industry experts these key questions and more..

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020 7071 3945


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