Help your clients sell their business with mitigation of Inheritance Tax

If you have clients thinking about selling their business, they may not have considered the Inheritance Tax (IHT) implications that could arise from the sale.

This is particularly important in instances where the client’s business qualified for Business Relief (BR), as the sale of the business is likely to mean the proceeds become liable to IHT.

Here's a helpful case study showing a potential solution available to your clients. It also includes a handy tip to use when talking with accountants and solicitors!

Should you have any questions or require further information on the case study or IHT, our expert team of regional Business Development Managers are ready to help. Get in touch with us at [email protected].

Don’t invest unless you’re prepared to lose all the money you invest. This is a high risk investment and you are unlikely to be protected if something goes wrong. Take 2 mins to learn more

1350-1360 Montpellier Court, Gloucester Business Park, Gloucester, GL3 4AH

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