Date: 28/04/2021 10:00 am

The number of Business Relief services continues to rise

Inheritance Tax (IHT) revenues have increased substantially over the last decade and hit £5.2 billion for the last tax year (2019/20).* Unsurprisingly, the number of investors seeking tax-efficient investment solutions has increased in response, as more people struggle to find effective ways to pass on their assets to loved ones after death.

There is a solution to this problem, a growing number of IHT planning services offer investors the opportunity to mitigate their IHT liabilities in just two years through investment in Business Relief (BR) qualifying assets. These services have proved popular over the last decade and there are now over 60 BR propositions available.**

Whilst the growth of this market is a positive development, this increased choice can make it difficult for advisers to effectively decide which BR service will work best for their clients.

How to differentiate between Business Relief services

We have created a structured CPD-accredited webinar series to help enhance your own due diligence process and highlight some of the key questions to ask providers when reviewing BR services.

Webinar one – investment analysis
How to assess the BR portfolio and underlying investments

Webinar two – service analysis
A look at the service and value of an investment

Webinar three – provider analysis
How to assess the financial strength of BR providers


Webinar series

Our webinar series is broken down into three sessions, each lasting around 30 minutes.

CPD qualifying

This webinar series will qualify for up to 90 minutes of structured CPD.

Please note, this series is for Financial Advisers and paraplanners only.

To access the sessions, please click here.


*Source: ‘Table 12.1 Inheritance tax: analysis of receipts’, HMRC, July 2020
**Source: MICAP, 31 March 2021