How are PETs taxed when value falls?

23rd January 2026
Posted in Articles by

A potentially exempt transfer (PET) is a gift that will ‘potentially’ be outside a donor’s estate for inheritance tax (IHT) purposes….

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When inheritance tax can be helpful in a company purchase of own shares

27th June 2025
Posted in Articles, Business Asset Disposal Relief, Inheritance Tax, Trusts and Estates by

On a purchase of own shares by a company the default position is that any profit over and above the amount…

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