Clients to talk to about estate planning
There are various estate planning options available, including investments that qualify for Business Property Relief (BPR). We’ve identified ten client scenarios where BPR could complement other estate planning strategies and add value to clients.
BPR risks to keep in mind
You should remember that the value of a BPR-qualifying investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest. Tax treatment depends on individual circumstances and legislation could change in the future. Tax reliefs depend on portfolio companies maintaining their BPR-qualifying status. For more detail, see our guide to risks.
Clients who could benefit from investments that qualify for BPR
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Visit our estate planning hub for more information on identifying clients who could benefit from a conversation about estate planning.
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Whatever your enquiry, our dedicated team of Business Development Managers can help.
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Personal opinions may change and should not be seen as advice or a recommendation.
Nothing on this page constitutes investment, tax or legal advice. Any recommendation should be based on a holistic review of your client’s financial situation, objectives and needs. Before deciding to invest, your clients must understand all the risks and read all product literature carefully.