Business Property Relief

Your Company and the Future

In principle, if you hold shares in unquoted trading companies, including your own or your family company, the value of those shares will qualify for 100% relief from inheritance tax on your death.

In practice, this valuable “business property” relief can be compromised in whole or in part for a whole host of reasons.  Rather than hope for the best, one of our audits will confirm the current position for you beyond doubt.  If there are areas, which require attention either to capture the relief or to improve upon a borderline position  these will be identified for you in a short but absolutely clear  report. 

We advise on both stand alone companies and groups.

Please note that while remedial action can be taken with a view to re-establishing this valuable relief within a relatively short period, this is not deliverable retrospectively.  If you leave this to your Executors to sort out, you may be leaving them and your family a significant tax liability which would not have arisen given proper advice during your lifetime.

If you would like to discuss any matters with us or to arrange a meeting please call us on +44 (0)121 483 6850 or click here to contact us.