In this month’s special Tax-Efficient Investment edition of IFA Talk, in partnership with Octopus Investments, we’re focusing on the last-minute changes to the proposed unquoted Business Relief allowance.
Joining us to do this is Toyin Oyeneyin, Tax Product Specialist at Octopus Investments. This will be Toyin’s third time on the podcast, having joined us most recently alongside her colleague Tim Dickens for our January episode, which was recorded shortly after the Budget in December.
That episode was recorded just days before the government’s change to the proposed unquoted Business Relief allowance, increasing it from £1 million to £2.5 million.
In today’s episode, we unpack that change, along with the upcoming reduction of IHT relief on AIM shares, which will decrease to 50% from next month. Toyin also explains how advisers should navigate the complex estate planning landscape, and what these changes mean from an intergenerational perspective.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
Toyin Oyeneyin
Toyin Oyeneyin is the Tax Product Specialist for Octopus Investments, being the technical lead across all their tax products. She has been with Octopus for over 6 years having joined Octopus from her previous role as a Senior Manager in M&A tax at PricewaterhouseCoopers.
She is a Chartered Tax Adviser and a Council member of the Association of Tax Technicians and has 20 years’ experience across professional practice, industry, accounting, tax and finance.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.
Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
