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