Expand Your Income Through Shareholder & Partnership Planning

Expand Your Income Through Shareholder & Partnership Planning

A presentation examining the way this should be done properly and the beneficial result on income to your IFA practice and to your client’s personal and family safety. Areas covered included the Corporation Tax, IHT and CGT problems associated with the way this is done by Life Offices, the solutions and most importantly, how much more IFA’s can earn than just commission on Life Policies.
The secrets of getting business owners to act to ensure the smooth succession of their family business and why so few business owners are willing to act to ensure their families are not disadvantaged should they die or fall ill.

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