Business Property Relief (BPR) can provide a valuable relief from inheritance tax. Investments that qualify for BPR can be passed on free from inheritance tax upon the death of the investor, provided the shares have been owned for at least two years at that time. There are a number of critera that must be met. Read on to find out if BPR could be suitable for your situation and risk appetite.

Inheritance TaxAmy Wood11 May 2022Harold Stephens Ltdestate planning, inheritance tax, business property relief

Estate Planning Steps

In order to ensure that on your death your wealth is distributed in line with your wishes, it is essential you make arrangements. Consider the following steps in organising your estate plan.

Amy Wood10 May 2022