Zurich is hosting a series of workshops on inheritance tax planning and business development, with contributions from Adviser Breakthrough and Technical Connection.
The workshops aim to give advisers an understanding of the new IHT rules and how they can be used to help clients mitigate any potential IHT liability.
The Adviser Breakthrough sessions will provide guidance on how advisers can transform their businesses and will cover topics such as business planning, effective fee arrangements, how to add value to the client experience and marketing.
The sessions are taking place in several locations across the country in November and December and each will last for three hours.
If you have any comments you would like to add to this story or would like to speak to its author about a similar subject, telephone Emily Perryman on 020 7968 4554 or email [email protected].IFAonline
£300bn of liabilities
View from the front row
Transfer from occupational scheme
Appointed by FCA and PSR boards