Tools for you: An Inheritance Tax case study, plus how to increase your firm’s valuation in a £6.3bn industry

Live-CPD Qualifying Webinar:
Bringing Value Back Into Your Business

The UK wealth management and financial advice industry is worth £6.3bn in revenue each year, and continues to grow at over 3% per annum, with industry forecasters predicting compound annual growth to 2027 of nearer 6%*.

Tapping into this growth potential through dynamic, forward-thinking solutions could be a key path to success for financial advisers looking to both increase their business value and provide better expected outcomes for their clients.

Register to hear industry experts Nick French, Blackfinch’s Chief Distribution Officer, and Alex Sumner, Group Commercial Director discuss how the advice sector has evolved over the years, what the future holds and strategies to secure your business' valuation.

*Source: Johnston Carmichael: The wealth management and IFA industry in the UK

Both webinars will feature the same speakers and cover the same topics. Choose the date which suits you best and register below:

Wednesday 24th May, 2023

Wednesday 31st May, 2023

Do you have clients looking to become more tax-efficient?

Alongside our wealth management solutions, we offer an array of tax-efficient solutions that harness the UK Government’s Business Relief (BR), Enterprise Investment Scheme (EIS), and Venture Capital Trust (VCT) initiatives that could give your clients access to a range of tax reliefs.

For example, we know many clients have concerns related to Inheritance Tax (IHT). Some may only recognise their potential IHT liability in later stages of life or when facing ill health, causing worry that it may be too late to plan their estate more tax-efficiently. Fortunately, our solution can provide IHT relief within just two years. 

Don’t invest unless you’re prepared to lose all the money you invest. This is a high risk investment and you are unlikely to be protected if something goes wrong.
Take 2 mins to learn more.

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