IHT Planning with Business Relief Investments

Location: Henderson Loggie’s office, The Vision Building, 20 Greenmarket, Dundee, DD1 4QB

Join us for our presentation on Inheritance Tax (IHT) planning, focusing on the benefits of Business Relief (BR) investments as part of a wider IHT plan. This event will offer you insight into the use of these investments, along with the advice of a financial planner, to help enhance your advice to your clients.

Jonathan McDowall, Director at Henderson Loggie Financial Planning, will be hosting the event and we will have two speakers for the session:

Both Paul and Khalid have great expertise in this field, and they will provide valuable insights into the following key areas:

  1. An understanding of Business Relief
  2. The key features of Business Relief investments – how they can offer IHT savings and become part of your clients’ overall estate planning strategy. This will cover the use of business relief investments for both individuals and company owners.
  3. Case Studies and Real-Life Examples: Explore practical scenarios where BR investments have successfully reduced IHT liabilities, allowing your clients to preserve wealth and pass it on to future generations.

Following the presentation there will also be time for networking with Henderson Loggie Financial Planning and Henderson Loggie Chartered Accountants teams as well as other solicitors that will be attending.


Agenda:

9am – Breakfast and networking

9.30am – Presentation and Q&A session

10.30am – Further networking

11am – Session end


Kindly RSVP by Friday 9th June to secure your place, as seating is limited. Please confirm your attendance by completing the form below.