Business Property Relief? A Brief Introduction

Investments that qualify for Business Relief can be passed on free from inheritance tax upon the death of the investor, provided they have been owned for at least two years at that time.

Please see a useful explanation that we obtained from Octopus investments which we think explains some of the basics quite well. Please note this is not a recommendation to consider these investments or to use Octopus as there are other providers available - advice is very personal and depends on your individual needs and attitude to investment risk.

If this is an area you would like to discuss further, please do not hesitate to get in touch with us.

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