17 January 25

The relationship between Business Relief and inheritance tax

For almost 50 years, Business Relief has been a valuable relief from inheritance tax (IHT) for business owners. But you don’t need to be a business owner to benefit from Business Relief.   What is Business Relief?  Business Relief is a tax relief with quite a long history. It was introduced by the UK government in 1976 to make it easier for family-owned businesses to be...

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What do Budget changes to Business Relief mean for your clients?

7 November 24

The much-anticipated Autumn Budget was Labour’s first since coming into power in July this year. While most of...

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...

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