inheritance tax
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What is Business Property Relief?
Introduced in 1976 and updated in 1984, BPR (commonly termed Business Relief) is part of IHT law and is a statutory relief…
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How does Inheritance Tax affect clients and their investments?
Inheritance Tax is a tax on the estate (the property, money and possessions) of someone who has passed away. Typically, there is…
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The inheritance tax net is widening and growing your estate planning business is a key opportunity
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Jess Franks, Head of Investment Products at Octopus…
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Estate planning is the big opportunity of 2023
Estate planning is something too many families put off. But recent events have made inheritance tax and providing for loved ones a…
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Inheritance Tax Solutions including Business Relief Research Report 2023 (IHT/BR) | Annual Report 2023
Welcome to the ‘Inheritance Tax Solutions including Business Relief Research Report 2023’ the fourth in our series of focused reports on the…
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Estate planning is the big opportunity of 2023
Estate planning is something too many families put off. But recent events have made inheritance tax and providing for loved ones a…
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How to plan for inheritance tax within an ISA wrapper
For professional advisers and paraplanners only. Not to be relied upon by retail investors. An older client has diligently invested in their…
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One way to get your client’s RNRB back
Octopus Investments use a case study approach to highlight how advisers can maximise the efficiency of their client’s estate where the residence…
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SJP’s Tony Wickenden discuses HMRC’s latest inheritance tax receipts
Tony Wickenden, managing director of Technical Connection, SJP comments on HMRC’s latest inheritance tax receipts: “The latest HMRC stats on inheritance tax receipts…
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Four reasons from Downing why advisers should think about inheritance tax for their clients
Tony Sime, Sales Director at Downing, takes a closer look at an increasingly important yet frequently overlooked aspect of wealth management. 1.…
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