Introduction to BR
This is our free short course which offers an overview of BR in the same interactive
and engaging style as the full course.
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
Complete your learning with the full course
“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