Family Investment Companies and Inheritance Tax: A Modern Strategy for Passing on Wealth?
As the UK faces the biggest intergenerational wealth transfer in history, many high-net-worth families are asking the same question:
“How can we pass down wealth without paying unnecessary Inheritance Tax?”
Autumn Budget 2024 - Planning considerations for farmers, business owners and families alike.
In our first podcast episode, I’m joined by Katie McCann of Lowry Legal and Chris Hopkinson of Sentinel Risk for a lively discussion packed with valuable insights for business owners, professionals, and families navigating the post-Autumn Budget landscape.
Revisiting Wealth Planning: IHT on Pensions and Business Property Relief Post-Budget
The 2024 Autumn Budget introduced sweeping changes to inheritance tax (IHT) rules for pensions and business property relief (BPR), reshaping how families can pass on wealth to future generations. These reforms demand a fresh look at estate and succession planning to avoid unnecessary tax burdens.