We aim to deliver an efficient response to some of our most commonly asked questions – with the goal of saving advisers precious time, as well as ultimately helping them to provide the most informed service.

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Can clients access their capital?

Find out more about how Business Relief can give the client control and access to their capital.

How does Inheritance Tax work?

Inheritance Tax is a tax levied on transfer of assets to other people or trusts, typically paid in respect of the value of a...

What are the benefits of investing on AiM?

There are a number of benefits to your clients when investing on the Alternative Investment Market (AiM). Find out more in ou...

Can BR be used with a Power of Attorney?

Business Relief (BR) investments allow the client and/or their Power of Attorney (POA) to retain control of their capital and...

Can you invest into AiM on Platforms?

Advisers can potentially access the investment returns of investing in AiM, together with considerable IHT benefits – For m...

What are the advantages of using BR over a trust?

IHT relief can be obtained up to five years faster than trusts without taking away a client's control of their estate.

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