Specialist investments focus on niche opportunities, such as venture capital, private equity, and alternative assets, that can offer diversification and potential growth beyond traditional markets. Join our webinar to learn more about their role in diversified portfolios, the opportunities they present, and the key considerations for clients.
Tax-advantaged investing is no longer niche; it’s becoming a core component of wealth planning for a growing number of clients. With inheritance tax (IHT) concerns on the rise, advisers are experiencing a significant uptick in demand:
(source: FT adviser)
Yet despite this momentum, Business Relief remains underutilised. So, what’s holding it back?
Foresight recently surveyed a group of advisers to understand advisers' biggest concerns when recommending Business Relief (BR) and positioning it to clients. The results confirmed that perceived risk and client suitability are the biggest hurdles, with 26.8% citing this as the top barrier. Other concerns included cost, difficulty finding the right clients and internal approval processes.
In this session, Foresight explore the perceived risks and real barriers that prevent BR from becoming a mainstream solution for IHT planning. From client misconceptions to adviser hesitancy, we’ll tackle the friction points, especially around perceived risk, suitability and cost.
LEARNING OUTCOMES
This session will equip you with the knowledge and practical insights needed to understand Venture Capital Trusts, their tax benefits, risks, and opportunities, and how to apply them effectively in client scenarios
LEARNING OUTCOMES
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