Explore the range of ways you can utilise Business Relief
to help your clients build diverse, sustainable legacies.

Estate planning using tangible assets

Richard and Sue want to reduce their family’s exposure to Inheritance Tax by investing in tangible assets that are simple to understand.

Transferring an equity portfolio

Jane wants to protect her large equity portfolio from Inheritance Tax whilst keeping control of her capital during her lifetime.

Using an ISA for IHT planning 

Charles wants to mitigate the Inheritance Tax liabilities of his ISA portfolio.

Bespoke IHT Service Hybrid Strategy

Anne and David want a bespoke solution that is flexible to suit their needs and also reduces the burden of Inheritance Tax for their four grown up children.

Estate planning on the sale of a business

Mr Greencoat wants to invest sale of business proceeds to protect the capital from Inheritance Tax and defer the Capital Gains Tax.

Building a growing legacy for loved ones

Claudia and Cleo want to protect their estate from Inheritance Tax to leave a growing legacy for their loved ones.

Additional client planning resources

We have a library of estate planning and Business Relief focused case studies and client planning scenarios, including:

  • Consolidating Portfolios or ISAs on a Platform.
  • Using the Additional Permitted Subscription (APS).
  • Bespoke arrangements, whether your clients want to leave a legacy without committing time to sourcing their own investments or want complete control of their portfolio.
  • Legacy planning for a trading business.
  • Combining Business Relief and Trusts for estate planning.
  • Using Inheritance Tax Services to establish a Discretionary Trust.
  • Reducing a Periodic Charge on a Discretionary Trust.

If you would like more information on any of these topics, please use the chat/support button to contact a member of our team.