CPD

Intelligent Partnership has achieved accredited status for Tax & Estate Planning
e-learning from the CII and PFS. Learners
can claim up to five hours of structured CPD towards their relevant CPD scheme for each course they complete.
Business Relief also known as Business Property Relief, BPR or BR is an incredibly valuable solution that can provide fast and flexible estate planning, sometimes where nothing else is effective.

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.

Course content

Module 1. Background to BR
Module 2. Understanding the risks
Module 3. Tax relief rules, part 1
Module 4. Tax relief rules, part 2
Module 5. Suitability
Module 6. Estate planning services
Module 7. Research and due diligence on providers
Module 8. Process for claiming BR
Module 9. Pitfalls to avoid
Module 10. Case studies
Module 11. Key issues with portfolio construction
Module 12. Focus on underlying assets
Final Assessment

Learner resources inside this course

  • An Adviser's Guide to BR

    Intelligent Partnership

  • BR explainer video

    Octopus Investments

  • Trusts and BR Case Study

    Octopus Investments

Learning objectives

By the end of this course delegates will be able to:
  • 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.

In partnership with

“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

Interested in a corporate licence?

If you are looking for a corporate licence to allow your entire team to take advantage of our e-learning, please get in touch to discuss: chris@intelligent-partnership.com