Learning objectives

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

  • Define the purpose of BR

  • List the other reliefs and IHT planning solutions that can interact with BR

  • Identify the main factors that need to be taken into account when analysing a client's suitability for BR

  • Outline the main assessment criteria you would use to assess an estate planning service

  • Consider case studies and apply them to real life

  • Outline the main issues to consider when constructing a BR investment portfolio

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“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