Grow your estate planning business

Welcome to a hub of information to help you grow your estate planning business. See below the five steps to maximising this advice opportunity.

For professional advisers only

Step 3

Help with explaining the estate planning options available to your clients

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Clients will look to their adviser to recommend which estate planning strategies are most suitable for them. There’s a lot we can do to help you in the task of explaining inheritance tax to your clients. Below you’ll find a range of client-suitable materials, which you’re free to use.

Step 6

Engaging with clients’ beneficiaries

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Best Tax & Estate Planning Solutions Provider

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Key risks of BPR-qualifying investments
For professional advisers only. Not to be relied upon by retail investors.

  • The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.
  • The value of tax relief will depend on an investor’s personal circumstances.
  • Tax rules could change in the future.
  • BPR is assessed at the time a claim is made and there can be no guarantee that a company will remain BPR-qualifying.
  • The shares of the smaller companies we invest in could fall or rise in value more than shares listed on the main market of the London Stock Exchange. They may also be harder to sell.

BPR-qualifying investments are not suitable for everyone. Any recommendation should be based on a holistic review of your client's financial situation, objectives and needs. We do not offer investment or tax advice. We record telephone calls.

These are just some of the ways to help you add value for your clients.
To find out more, call our BDM team 0800 316 2067.