What options are there for AIM shares after the October budget?

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!

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

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?

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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The new allure of EIS for members of pension schemes

It is now almost old news that from 6 April 2027, pension schemes will be subject to inheritance tax (IHT). After…

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Don’t give up on EMI schemes too quickly!

Enterprise Management Incentive (EMI) schemes provide a tax efficient way of incentivising key employees with share-based rewards. Typically, an EMI scheme…

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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…

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Strike off while the iron is hot!

Prior to 1 March 2012 it was possible to withdraw reserves from a solvent company that had ceased trading prior to…

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What is ‘acceptable’ tax planning for property rich company disposals?

Before 6 April 2019 non-UK resident individuals and companies could generally sell UK companies without having to worry about UK tax…

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Can share cancellation schemes save stamp duty?

In its ‘stamp taxes on shares manual’ HMRC has the following to say on ‘cancellation schemes’: Under this scheme, the Court…

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