Matt Dickens: Six golden rules of business relief

Estate planning should be seen as just one part of a comprehensive later life plan. And business relief (BR) solutions should be approached as an investment service in their own right - not solely considered as a tax solution. Advisers should remember not to let the "tax tail wag the investment dog." When it comes to undertaking BR due diligence, we have six golden rules advisers can use to position their clients for the best possible outcomes for both estate planning and later life. Strong Performance is crucial Estate planning is about leaving the most to our chosen lov...