Welcome to the ‘Inheritance Tax Solutions including Business Relief Research Report 2023’ the fourth in our series of focused reports on the tax efficient sector. Our four reports will be brought together as one major report covering the whole sector to be published later in February.
There has been a marked take-up in Business Relief as part of holistic intergenerational planning and inheritance tax mitigations. In our report we focus on educational insights such as what is BR and how does it reduce the amount of inheritance tax to be paid, what relief is available and how can it be passed on? Offering answers to the how, when and why advisers should take this into account for their clients we have also provided links to opportunities available at the time of publishing.
As with all of our reports you will also find useful statistics, references to source material, interesting analysis along with a glossary of terms and jargon. Once again huge thanks to Tony and to all of the companies who have participated and provided data and thought leadership.
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