Business Property Relief (BPR) is an Inheritance Tax (IHT) exemption applied to the assets of a private trading business when they pass from one generation to the next. Most shares in private trading companies, or interests in unincorporated businesses such as a sole proprietor, or partner, will receive 100% business relief from IHT after 2
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Events have conspired against the lowkey nature of the Chancellor’s Spring Statement. The Ukraine invasion, steep increases in the cost of living and lower than forecast borrowing led to many hoping for major announcements. Highlighting the need for domestic economic stability in a volatile geopolitical landscape, Rishi Sunak laid out the facts: Higher global energy,
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Right now, some may wonder if they can get all the rewards of investing without any of the downsides. By this, they may mean they do not want to experience market declines but still want to get a return. Can you do this? Now what I am not going to do is lie and say
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We all have heard the phrase ‘Humans are creatures of habit’. However, do habits help or hamper us when we think about money? Habits are behaviours and preferences we develop based on our views and belief systems. They are mental shortcuts or scripts that help us to navigate the world. We all have developed numerous
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Firstly, war is a humanitarian tragedy. We are not ignoring this, but many may worry about the impact of war on their planning and their portfolio. We will not aim to give any geopolitical or strategic commentary. That is not, and never will be, an area we specialise in. Instead, we will look at history
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