About this video

Watch Anthony Villis, Financial Adviser and Managing Director of First Wealth, Guy Tolhurst from Intelligent Partnerships, and Nick Priest as they discuss:

• Some of the common misconceptions around risk when it comes to tax-advantaged investments  
• Tips on how to talk to clients about the risks involved in tax-advantaged investments including Business Relief (BR)  
• Trends they are seeing in the type of client profile that are choosing BR as an estate planning solution  
• How BR has moved on in the last 40 years: from ‘death bed’ planning, to an option for clients who may need control and access to their funds

Important notice

• This webinar has been prepared for financial advisers, authorised and regulated by the Financial Conduct Authority and has not been approved for any other purpose.
• Any opinions expressed are subject to change and do not constitute investment advice. Downing does not offer investment or tax advice or make recommendations regarding investments.
• This webinar has been approved and issued as a financial promotion under section 21 of the Financial Services and Markets Act 2000 by Downing.
• Capital is at risk. The value of investments and any income derived may go down as well as up and investors may not get back the full amount invested.
• Any investment should only be made based on the Terms and Conditions and Prospectus; your attention is drawn to the risk, fees and taxation factors contained therein.
• Past performance is not a reliable indicator of future performance.
• Tax treatment is dependent on the individual circumstances of each investor and may be subject to change in the future.