Since our latest update, Inheritance Tax (IHT) receipts have continued to surge, with HMRC reporting an unprecedented £7.5bn collected between April 2023 and March 2024. With nil rate bands frozen until 2028, more individuals are at risk of falling into the IHT net in the coming years. As a result, many clients may not fully grasp their IHT obligations, particularly in today’s challenging economic climate.

Business Relief remains a cornerstone of effective IHT planning, offering clients flexibility and control. It’s a vast marketplace with a large number of BR investment managers offering a wide range of objectives, investment strategies and risk profiles. This industry update helps you navigate the technical information and knowledge required, as well as provide valuable insights from prominent BR managers.

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