Business Relief

Investments stay in the shareholder’s name, meaning they retain access to their wealth and can sell their shares later on if they need to.

BR-qualifying investments can be free from inheritance tax after just two years, which is significantly faster than options such as gifting.

BR-qualifying investments give investors the opportunity to grow their capital, with a range of products available to suit different appetites.

The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.

Tax relief depends on the companies invested in maintaining their BR-qualifying status. Tax treatment depends on individual circumstances and tax rules could change in the future.

Our bookkeeping and accounting services help you stay organized and on top of your finances. We provide comprehensive financial reporting and analysis, giving you the insights you need to make informed decisions.

HMRC will only conduct a BR assessment after the death of an investor, to confirm whether the companies invested in qualify for BR at that time.