Death to inheritance tax (reliefs)

With more drama than the TV show Succession in last week’s Budget, the introduction of a reduction to Business Property Relief…

Read more

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…

Read more

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…

Read more

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…

Read more

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…

Read more

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…

Read more

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…

Read more

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…

Read more

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…

Read more

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…

Read more

 

Search

Archives

Sign up for our newsletter

Interested in receiving the latest tax planning ideas?

Sign up to Tax Bites – our weekly update offering practical but effective tax saving tips.

Contact Us

You can use this form to request us to give you a call or if you prefer just leave us a message. Please be sure to leave us a contact number or email address for you and we will get back to you as soon as we can.

Phone
0161 927 9277

Email
office@forbesdawson.co.uk

Address
Fairbank House
Ashley Road
Altrincham
Cheshire
WA14 2DP