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Private client Lending, Property, Protecting Your Wealth, Wealth & Tax Planning, Wealth Planning

5 tips from 5 wealth managers on inheriting the family home

Here, wealth management and financial planning experts from the findaWEALTHMANAGER.com panel explain key considerations as those inheriting the family home decide their next steps. The property boom means that more and more people are inheriting a family home worth several hundreds of thousands of pounds at around the time they are retiring and their children […]

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BPR, EIS, Inheritance Tax, Tax Efficiency, VCT



Tax-efficient investing:
Why invest in EIS, VCTs and BPR?

Opportunities abound in tax-efficient investing, with products to suit all kinds of individuals, argues Jack Rose, Business Development Director for Tax Products, LGBR Capital. Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCTs) and Business Property Relief (BPR) products are by no means new in the market place and have become very popular strategies among affluent […]

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BPR, Inheritance & Succession, Inheritance Tax, Property, Tax, Wealth Management

Reducing inheritance tax via business property relief

Mitigating Inheritance Tax through Business Property Relief is an increasingly popular strategy. Here, Ian Battersby, Business Development Director at Seneca Partners, tells findaWEALTHMANAGER.com why. Why is it that affluent individuals are looking for alternative ways to reduce the IHT bill which will eventually be due on their estate? The traditional methods for mitigating Inheritance Tax […]

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Inheritance & Succession, Inheritance & Tax, Will

Could your will be overturned by the courts?

The implications of a recent court ruling might warrant revisiting the details of your will to ensure your wishes will be upheld, explains Rebecca B Wardle, private wealth associate at law firm Trowers & Hamlins. The case of Ilott v Mitson found its way to the doors of the Appeal Courts in late July following […]

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