This week I had the pleasure of co-hosting an event at the Shard in London with Sarah Skelton and Raphaella Phelps at Foresight Group, focusing on Business Relief and the potential implications of upcoming Inheritance Tax changes.
It was great to bring together a number of professional connections—including accountants, solicitors and fractional CFOs—for an open and engaging discussion around how evolving legislation may impact clients, particularly business owners and those with more complex estates.
For those less familiar, Business Relief is designed to reduce the value of certain qualifying business assets for Inheritance Tax purposes, potentially offering up to 100% relief after a two-year holding period. It can be a valuable option for clients looking to pass on wealth more efficiently, particularly where flexibility and retaining access to capital remain important considerations.
Business Relief continues to be a valuable planning tool, but as always, it’s not a one-size-fits-all solution. Understanding where it sits within a broader estate planning strategy is key to delivering the right outcomes for clients.
A big thank you to everyone who attended, and to our fantastic hosts for helping facilitate such a valuable and insightful discussion.
If you’d like to explore how these changes could affect your clients or your own planning, I’d be more than happy to have a chat.
I’m an Independent Financial Adviser based in Epsom, and I’ve spent my entire 26‑year career in financial services. Over that time, I’ve learned that good advice isn’t just about products or markets…
