If you need help understanding the Business Relief changes in the most recent Budget - join Sian Ulia Davies Cole CFPᵀᴹ MCSI Chartered ALIBF on 25th March.
🚀Empowering Financial Planners to spend more time with their clients through efficiency 📈💼 Inspiring Paraplanners to achieve their goals through mentoring
Later this month I'll be joining the team from Triple Point for a live discussion -Beyond the Budget: The Future of Estate Planning. We will be talking though the recent significant changes to Business Relief and how to tackle these with financial planning clients. If you want to join me, Financial Planners Dominic Clark, APFS - Chartered Financial Planner and Alessandro Gaita alongside Diana French from Triple Point - please sign up below.