We are delighted to launch the Second Edition of our hugely successful guide to Business Relief (BR), offering practical advice for financial advisers looking to make use of this attractive estate planning option.

 

This invaluable guide offers:

  • insight on the Inheritance Tax (IHT) landscape
  • analysis of the recent Office of Tax Simplification’s IHT review
  • support on due diligence best practice
  • practical case studies showing BR in action
  • guidance on working with vulnerable clients

 

The Second Edition follows on from the launch of the ground-breaking guide in January 2018. The guide was the first of its kind, taking a holistic approach to BR to simplify this complex area of tax planning. The guide proved to be very popular with the advisory community and over 5,000 advisers requested a copy.

 

The updated version contains 15 new case studies demonstrating different strategies advisers can use when considering BR.

 

A brand-new section has been added, exploring the challenges advisers may face when working with vulnerable clients. This is an area that is particularly relevant for advisers discussing estate planning strategies with older clients, who are statistically more likely to classified as ‘vulnerable’ by the FCA.

 

The guide has a dedicated section to analyse the recent updates surrounding BR legislation, including recent HMRC judgements. There is also an extended analysis into the recent Office of Tax Simplification’s review of IHT.

 

The 90-page guide qualifies for four hours of structured CPD. To download your free guide or request a hard copy, please click here.

 

 

Posted: 26/09/2019 Categories: Inheritance Tax, News, TIME:Advance, TIME:AIM, TIME:CTC

Terms and Conditions

Inheritance Tax Services

TIME does not accept direct investment into its IHT discretionary investment services. If you wish to invest in one of our services you will need to take advice from an authorised financial adviser before any investment may be accepted. Nothing within this website is intended to constitute investment, tax or legal advice. Our services place an investors capital at risk and they may not get back the full amount invested. Tax treatment may be subject to change and depends on the individual circumstances of each investor. The availability of tax reliefs also depends on the investee companies maintaining their qualifying status. Neither past performance or forecasts are reliable indicators of future results and should not be relied upon as such. Unquoted or smaller company shares are likely to have higher volatility and liquidity risks than other types of shares quoted on the Main Market of the London Stock Exchange.

 

ARC TIME:Funds I, II and III

TIME may accept direct investment although it recommends that investors take professional financial advice to take account of their circumstances. Nothing within this website is intended to constitute investment, tax or legal advice. Our funds place your capital at risk and investors may not get back the full amount invested. Neither past performance or forecasts are reliable indicators of future results and should not be relied upon. Funds may be invested in real property assets and the value of the real property concerned will generally be a matter of valuer’s opinion rather than fact; under certain market conditions investors seeking to redeem their holdings may experience significant restrictions or delays.

 

Please confirm that you understand the information outlined above, further details of the risk of our products and services are contained within the products and services section of this site.