What should you do with AIM portfolios?

Up until 5 April 2026 AIM portfolios that have been held for two years will benefit from full inheritance tax (IHT)…

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The IHT advantage of companies buying from pension schemes

Until 5 April 2026 trading companies will generally benefit from a full inheritance tax (IHT) exemption due to the availability of…

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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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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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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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Failed PET revival for IHT

Gifts are generally outside of a person’s estate for inheritance tax (IHT) purposes if that person survives seven years from the…

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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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Furnished holiday lets and rollover relief

The issue Furnished holiday lets (‘FHLs’) are treated more generously for tax purposes than normal residential buy-to-let properties. Specifically, a FHL…

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