Explore the range of ways you can utilise Business Relief
to help your clients build diverse, sustainable legacies.
Additional client planning resources
We have a library of estate planning and Business Relief focused case studies and client planning scenarios, including:
- Consolidating Portfolios or ISAs on a Platform.
- Using the Additional Permitted Subscription (APS).
- Bespoke arrangements, whether your clients want to leave a legacy without committing time to sourcing their own investments or want complete control of their portfolio.
- Legacy planning for a trading business.
- Combining Business Relief and Trusts for estate planning.
- Using Inheritance Tax Services to establish a Discretionary Trust.
- Reducing a Periodic Charge on a Discretionary Trust.
If you would like more information on any of these topics, please use the chat/support button to contact a member of our team.