Personal Trading Company Advice

Up to 100% Business Property Relief is available against inheritance tax on the value of shares held in a personal trading company. However, where a business is made up of a mixture of qualifying and non-qualifying assets, there is potential to lose this relief.

Our Partner can perform a review of your business structure and ensure the available IHT reliefs are maximised, if there is concern that the current structure should jeopardise this.

To find out more about this service, please complete the form and register your interest.

Please complete the form
to register your interest

An Overview of Personal Trading Company Advice

Our Personal Trading Company advice helps businesses to consider what options are available to ensure a tax efficient structure for IHT purposes.

How It Works

Our Partner evaluates each business to explore potential opportunities where we can help maximise IHT relief.

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Supporting Advisers

We work with carefully selected partner organisations to provide a collaborative, multi-disciplinary approach to estate planning. To strengthen and develop the estate planning element of a business, view our other Partner Services.

Find out more about our other Partner Services