Plain-English guides to inheritance tax planning for property company owners. No jargon, no sales pitch — just the information you need.
Everything you need to know in one place — how IHT works, why property companies get hit hardest, the restructuring solution, trusts, the 7-year rule, and what the October 2024 Budget changed. The definitive guide.
A detailed walkthrough of the restructuring process — share classes, minority discounts, trusts, the 7-year rule, and what it all means for your family. Covers the principles without the jargon.
Everything you need to know about inheritance tax — who pays it, how much, and why your property company makes it worse.
You set up a company on your accountant's advice. But nobody mentioned the inheritance tax problem it created.
BPR can eliminate IHT entirely — but not for property investment companies. Here's why, and what you can do instead.
HMRC accepts that a 20% stake is worth less than 20% of the whole company. Here's how that simple principle can save your family hundreds of thousands.
A, B, C shares — growth shares, deferred shares, preference shares. What they all mean and why they matter for IHT planning.
Transfer shares to your children and — if you survive 7 years — they leave your estate completely. Here's how it works in practice.
Most people think trusts are for aristocrats and hedge fund managers. In reality, they're a practical tool for any family with assets to protect.
Probate, share valuation, HMRC negotiations, and the bill your family has to pay before they inherit anything. It's not pretty.
Your accountant told you to incorporate. It saved you income tax. But the inheritance tax consequences? Nobody mentioned those.
From assuming BPR will save them to leaving everything until it's too late — these are the mistakes we see again and again.
The government capped BPR and agricultural relief at £1m. Here's what that means — and why property company owners are actually unaffected.
There's no stock ticker for your property company. So how does HMRC work out what your shares are worth — and can you influence it?
The number one question we hear. Short answer: yes. Here's exactly what changes and what stays the same.
Married couples get two nil rate bands — £650,000 between them. But if your estate is mostly property company shares, that's barely a dent.
Week by week, step by step — here's exactly what happens when you restructure your property company for inheritance tax purposes.
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