Can you recycle Business Relief?

Business Relief (BR) is a very valuable relief which can reduce inheritance tax (IHT) on death. Perhaps the most common asset…

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IHT cuts and can they be relied on?

Rumours are flying about in the media around inheritance tax (IHT) cuts which are set to be announced by Jeremy Hunt…

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Should I gift my property to my company?

We were having a debate in the office this week about what is the costliest mistake that anyone had come across…

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How easy is it to get the IHT exemption for heritage assets?

Most of you will be familiar with the most common inheritance tax (IHT) relief known as Business Property Relief (BPR). Broadly…

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Valuing loan receivables for inheritance tax

The issue Loan receivables are generally within the charge to inheritance tax (IHT) on death (that is why preference shares in…

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Post(!) deathbed tax planning – Transfers between spouses with a domicile mismatch

The issue Transfers of assets between UK domiciled spouses are always exempt for IHT purposes.  However, where the donor spouse is…

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Investment company switch could save inheritance tax

The issue Shares in investment companies are generally subject to inheritance tax (IHT) when the shareholder dies. This position can be…

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Inheritance tax – Post-mortem relief for quoted shares

The issue With the cost-of-living crisis, the war in Ukraine and the prospect of a global recession, the UK stock markets…

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Business property relief (BPR) and the ‘binding contract trap’

The issue BPR is an important inheritance tax (‘IHT’) relief which many business owners will rely on as part of their…

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Pre-sale Inheritance Tax planning

The issue Despite previous consultations on the possible changes or ‘simplification’ of Inheritance Tax (‘IHT’), no changes were made during this…

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