How we can help
Investment in assets qualifying for the relief is just one of the many options we consider with clients when carrying out a holistic estate planning exercise.
Our tax experts will review your business and the balance sheet to see if this meets the qualifying conditions for Business Relief, and if any assets used in the business will qualify. We’ll then help you to apply for the relief and can also make recommendations for securing Business Relief where it does not currently apply.
For you and other individuals with interests in the business, we’ll review your current position and IHT exposure from a personal perspective and advise on the best estate planning approach tailored to your unique circumstances, to minimise your tax bill wherever possible.
As we have both personal and corporate tax specialists working under one roof, we take a cohesive approach, enabling us to advise on the position for both you and your business, and take any suitable steps to maximise the relief.