12 April 21

IHT Planning: income generation and portfolio diversification through lending and leasing

“Leasing and lending strategies can help planning on two counts. It can enable portfolio diversification, as well as delivering secure, attractive fixed rate returns uncorrelated to stock market volatility. In doing so, it directs private capital towards supporting SMEs and enhances the UK’s chances of a faster economic recovery – a cause that benefits us all.”

Triple Point’s Jack Rose considers inheritance tax (IHT) options, and how business relief in the form of leasing and lending can benefit clients and help UK businesses build back better.

Read the full article here - https://lnkd.in/d_qh5tD

Risk Warning: Tax treatment depends on the individual circumstances of each client and is subject to change. Tax relief depends on the companies we invest in maintaining BPR qualifying status.