Business relief: Advisers' IHT on pensions questions answered

AIM shares, gifting and the upcoming Autumn Budget

Professional Adviser
clock • 6 min read

Octopus Investments tax product specialist Toyin Oyenenin answers adviser questions submitted during Professional Adviser’s IHT on pensions webinar.

Business relief investment is still considered high risk. What is the likelihood of the regulator looking to relax this? Oyenenin: Business relief investments are still classified as high risk from a regulatory perspective. It is important as part of the due diligence process to look at key aspects of the product and manager, such as: Success rates for clients of the business relief qualification  The level of liquidity provided by the manager  AUM of business relief assets managed by the manager Achievement of target return The experience of the investment team The gover...

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