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7 November 24
The much-anticipated Autumn Budget was Labour’s first since coming into power in July this year. While most of the headlines since have focused on the £40 billion tax raise and increases to employer National Insurance Contributions, we wanted to look at some of the key changes to inheritance tax (IHT) and Business Relief, which will likely raise a number of questions with clients...
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The relationship between Business Relief and inheritance tax
17 January 25
For almost 50 years, Business Relief has been a valuable relief from inheritance tax (IHT) for business owners. But you...
How to develop a truly ‘holistic’ estate planning strategy for clients
5 July 24
The introduction of Consumer Duty rules has reinforced the requirement for holistic financial plans. But how does this...
Intergenerational planning: how advisers can help families deal with difficult times
17 June 24
We’ve discussed previously how financial planners can help their clients find a way forward through positive life...
Five considerations when accessing unquoted BR investments
29 February 24
Many advisers are aware of Business Relief (BR) through AIM-listed investments, but what about the opportunities in the...
Inheritance now or later? The pros and cons of gifting
31 January 24
When it comes to an inheritance, choosing whether to give the money to beneficiaries now, or leaving it behind in a...
The five most common client scenarios for Business Relief
12 January 24
Investments that qualify for Business Relief can address a range of different challenges that your clients might be...
Inheritance tax and how it affects your clients
10 October 23
Once considered as a tax only the wealthiest families would face, every year inheritance tax (IHT) leaves thousands of...
Dispelling five myths about Business Relief
29 August 23
Business Relief, formerly known as Business Property Relief, is a tax relief that was introduced in the 1976 Finance...
19 June 23
How Business Relief helps with intergenerational wealth planning while retaining your client base Estate planning is all about keeping wealth in the family by passing down more of it to future generations. And when it comes to planning for future generations, investments that qualify for Business Relief are an increasingly important part of the conversation. Intergenerational wealth planning...
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