This 4-hour e-learning course is an accessible CPD accredited resource for regulated advisers, support staff and other professionals.
This accreditation works for a wide range of market stakeholders, from beginners to those who already have knowledge of BR who will gain CPD accreditation and a certificate evidencing successful completion of the course.
List the advantages BR qualifying investments have over other estate planning methods
Explain how BR can interact with other estate planning methods
Detail the rules that govern the relief
Explain how Income Tax and Capital Gains Tax affect the income gained from Business Relief investments
Explain what aspects you would take into consideration when assessing client’s suitability for Business Relief and define how you would conduct research and due diligence on providers.
“This course would be great for someone with no experience of BR and as a usual refresher for someone experienced in BR. Thought it extremely worthwhile and practical.”Lorraine Ames, Head of Technical at Smith & Pinching
“Clear and concise in easy instalments.”Jane Reade, Head of Financial Planning, The Private Office
“Improved my confidence of my knowledge of BR and made me more comfortable to be able to discuss BR”Name surname, company
“A comprehensive summary of all aspects of selecting and advising on BR products. ”Ian Shipway, Director, HC Wealth Management