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Business Property Relief: Tips, Traps and Planning

A Tips & Advice Special Report about...

In a nutshell

This Special Report provides an in-depth look at business property relief and explains how to use it to slash inheritance tax exposure. We examine the qualifying conditions in the context of real-world scenarios so that they are easy to follow and apply in practice. We also look at practical planning to help maximise your after-tax legacy. Plus, it’s fully up to date with all the latest information so you can rest assured that you're not missing out.

In detail

Written by leading experts, this Special Report covers all that you realistically need to know about business property relief. It tackles such issues as lifetime gifts and the reservation of benefit rules, succession planning, double dipping and other strategies.

In plain English, it helps you make sense of this complex subject and provides you with clear-cut answers to a range of questions such as:

  • What is a business for IHT purposes?
  • What rate is relief given at?
  • How does relief apply to shares?
  • Can a property business ever qualify?

Use this Special Report to utilise business property relief to its full effect, thereby saving tax. Don't miss out!

We've created this Tips & Advice Special Report especially for... 

Business owners, company owners and anyone that wants to:

  • Slash inheritance tax exposure with business property relief
  • Maximise their after-tax legacy

Tax advisors that want to:

  • Advise their clients how to utilise business property relief to its full effect

You'll get the following free extras with this Tips & Advice Special Report... 

An online service with ready-to-use documents

  • To immediately apply our advice and solutions in practice
  • That you can easily adapt to suit your own requirements

In this Tips & Advice Special Report you'll read about...

Table of contents

Introduction

1. Inheritance tax basics

2. What qualifies as a business for IHT purposes?

3. The qualifying conditions

4. Lifetime transfers and BPR

5. Can a property business ever qualify?

6. IHT planning with BPR

Appendix

HMRC Guidance: SVM111220

Documents

Company trading status report

IHT spouse's domicile election

Company's option to buy/sell shares clause

Deed of variation

Holdover relief claim

Transferable nil rate band checklist

You can choose from the following options...

Paper

  • The hard copy version
  • Keep it on your desk or use it whenever you're offline

Digital

  • The PDF-version
  • Delivered to your inbox

Take a look at your options below.

Offer
Printed version
PDF-version
Online service

 

 

Offer
Printed version
PDF-version

 

 

PAPER + ONLINE SERVICE

Special subscribers' offer

£75.00

£55.00

Only if you already have a subscription
 

Standard offer

 

£75.00

 
PDF + ONLINE SERVICE

Special subscribers' offer

£75.00

£55.00

Only if you already have a subscription
 
Prices exclude VAT

Standard offer

 

£75.00

 
Prices exclude VAT
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