Legacy planning for a trading business
Mr Thompson invested cash from his trading business to provide relief from inheritance tax (IHT).
13th May 2025
BR and Other Estate Planning Solution
Comparison between Business Relief and other estate planning solutions
13th May 2025
Combining Business Relief and Trusts for Estate Planning
Richard and Jennifer invested in Business Relief qualifying assets. After two years they can decide whether to transfer to a trust without paying a 20% chargeable lifetime transfer (CLT).
13th May 2025
Combining Business Relief and Trusts for Estate Planning
Richard and Jennifer invested in Business Relief qualifying assets. After two years they can decide whether to transfer to atrust without paying a 20% chargeable lifetime transfer (CLT).
13th May 2025
Corporate Business Relief Solutions
Maintaining Business Relief for trading businesses with surplus cash
13th May 2025
Using your ISA for IHT Planning
Charles mitigates his inheritance tax liability using the Stellar AiM IHT Service.
13th May 2025