10am, Tuesday 22nd september REGISTER HERE Now!
Setting the scene
Inheritance Tax (IHT) revenues have increased year on year and are estimated to have hit £5.3 billion for the last tax year. Unsurprisingly, the number of investors seeking tax-efficient investment solutions has increased in response, as more people struggle to find effective ways to pass on their assets to loved ones after death.
Business Relief (BR) is a long-standing statutory relief from IHT that has been supported by successive governments for over forty years. It can provide both business owners and investors in qualifying businesses with up to 100% relief from IHT. It exists for economic reasons as it helps to preserve business interests and supports investment into smaller companies that operate primarily in the UK.
Informed Financial Planning are very pleased to welcome the regionally based Business Development Manager for TIME Investments, Anna Brooksbank.
In her talk Anna is going to cover the following:
- An overview of the current IHT situation within the UK.
- Why IHT is the UK’s most hated tax.
- What is BR and what are the different ways it can be accessed.
- The structure of BR investments and the difference between Capital Preservation and AIM.
- Case Studies and the types of Clients that could be suitable e.g. Business Owner.
About TIME Investments
TIME Investments are estate planning specialists with many years of experience. As a leader within the tax efficient sector, they were one of the first to use Business Relief on behalf of investors.
They are renowned for two key attributes; a commitment to investing in high quality assets and a dedication to meeting customers’ expectations. With a focus on managing risk for wealth preservation over the years they have achieved consistent, stable returns for investors.
TIME’s original estate planning service has been running for over 20 years and to date over 1,500 of investors have exited and achieved Business Relief.
About Anna Brooksbank
Anna joined TIME in April 2014 and works in the Business Development Team covering the North East. Anna is responsible for developing new and existing relationships with financial advisers across the region.
Anna studied English Literature at the University of London and has a Graduate Diploma in Law from the University of Law. Anna was born and raised in Yorkshire and now lives in York having recently returned home after fifteen years in London.