Guide to Additional Permitted Subscriptions (APS)
Legislation introduced back in 2015 allowed ISA account holders to pass on their investment to a spouse tax free.
13th May 2025
Legacy planning on the sale of a business
Mr Greencoat invested the proceeds from the sale of his business to protect the capital from inheritance tax and defer the Capital Gains Tax.
13th May 2025
Stellar Talks Tax: Lifetime transfers to a trust
As we navigate the ever-evolving landscape of inheritance tax planning, it’s crucial to stay informed about the latest developments.
13th May 2025
Stellar Talks Tax: Qualifying for Business Relief, Replacement Conditions
Let’s delve into the conditions for replacement relief – a crucial aspect of Business Relief (BR) that could significantly impact your tax-efficient legacy.
13th May 2025
Stellar Talks Tax: Leaving Specific Gifts
If you own assets that qualify for BR or APR, and you are either leaving something to your spouse or to a charity in your will, it is worth thinking carefully about how you pass these on.
13th May 2025
Our Budget Commentary October 2024
Read our commentary on the October 2024 Budget
13th May 2025
Selling Businesses- Replacement Business Property
How Andrew maintained IHT relief after selling his business
13th May 2025
Transferring Business Relief Qualifying Assets
Options of transferring BR qualifying assets
13th May 2025
Guide to Business relief
Business Relief (BR), formerly Business Property Relief (BPR), is an important but less well-known relief from Inheritance Tax (IHT).
13th May 2025