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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Dynamic growth makes a compelling case for VCTs

10 October 24

The government statement confirming that the sunset clause for Venture Capital Trusts (VCTs) would be extended to 2035...

Understanding Venture Capital Trusts

21 August 24

What is a Venture Capital Trust (VCT)?  VCTs have been part of the investment landscape since 1995. They were...

Refresher: the basics of VCTs

13 August 24

Ahead of the Triple Point Venture VCT new share offer, we’ve put together a quick refresher on Venture Capital...

Helping clients through life events (and the tax planning opportunities along the way)

17 April 24

According to John Lennon, "Life is what happens when you're busy making other plans." He wasn’t wrong. 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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