Getting clever with Business Relief

This tax clinic focused on some of the more creative uses of Business Relief (BR) and benefits these approaches could bring for your clients.

A forum was provided for advisers to discuss tax related issues and gain insight into the more complicated areas of inheritance tax and estate planning.

BR enables qualifying assets that have been owned for at least two years to be passed on free from inheritance tax. Established in 1976, BR has grown in prominence as a tool for clients to protect their legacy faster than traditional methods like gifts and trusts whilst retaining access to their capital.

Our speakers shared their experience and answered questions around these themes:

• The benefits and risks of proven ideas to get the most out of BR.
• BR and double dipping.
• How hybrid business analysis can give you an advantage.

Important Information

Stellar Asset Management Limited does not offer investment or tax advice or make recommendations regarding investments. Prospective investors should ensure that they read the brochure and fully understand the risk factors before making any investment decision. The value of investments and the income from them may fall as well as rise and is not guaranteed. No assurance or guarantee is given that any targeted returns will be achieved. Forecasts of potential future results are not a reliable indicator of actual future results.

Stellar Asset Management Limited 20 Chapel Street, Liverpool
L3 9AG is authorised and regulated by the Financial Conduct Authority.