What options are there for AIM shares after the October budget?
31st January 2025 | Posted in Articles, IHT by Andrew Marr
Acquiring AIM share portfolios has been a tempting inheritance tax (IHT) planning opportunity for many years. This is because once they…
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Death bed planning for business assets more relevant than ever!
24th January 2025 | Posted in Articles, Business Property Relief, IHT by Andrew Marr
In previous Tax Bites we have discussed the benefits of inter-spouse transfers before the death of one of the spouses. Example…
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Does it make sense to gift ISAs as an IHT planning strategy
10th January 2025 | Posted in Articles, IHT by Andrew Marr
Wealthy families often have significant wealth stored in ISAs which they have built up over their lifetime. Although ISAs are a…
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Who were the Budget’s inheritance tax (IHT) winners?
20th December 2024 | Posted in Articles, IHT by Andrew Marr
The 30 October budget was for many people an IHT nightmare. Business and farm owners saw IHT reliefs which had previously…
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Death to inheritance tax (reliefs)
8th November 2024 | Posted in Articles, IHT, Inheritance Tax, Trusts and Estates by Forbes Dawson
With more drama than the TV show Succession in last week’s Budget, the introduction of a reduction to Business Property Relief…
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Can you recycle Business Relief?
16th February 2024 | Posted in Articles, IHT by Forbes Dawson
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?
20th November 2023 | Posted in Articles, IHT by Andrew Marr
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?
25th August 2023 | Posted in Articles, Capital Gains Tax, IHT, Inheritance Tax, Trusts and Estates, Private Client, Property Tax, Stamp Duty Land Tax by Tom Minnikin
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?
28th July 2023 | Posted in Articles, IHT by Andrew Marr
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
11th October 2022 | Posted in Articles, Capital Gains Tax, IHT, Inheritance Tax, Trusts and Estates by Andrew Marr
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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