Tax-Efficient Planning

How Business Relief Can Cut Your Inheritance Tax Bill

High-net-worth families often face the challenge of passing on wealth without losing a large share to Inheritance Tax (IHT). With estates valued above £2 million, effective planning is essential.

Case Study

A business owner with assets of over £3 million risked their family paying more than £1 million in IHT. By using Business Relief-qualifying investments, we reduced the taxable estate by £500,000.

The Results

Immediate £200,000 reduction in IHT liability

Retained flexibility and investment control

Peace of mind knowing their family would keep more of their wealth

Why It Matters

This strategy is powerful for entrepreneurs and business owners who want their wealth to benefit their family, not HMRC.