Achieving estate planning's twin goals through business relief

Exploring proactive estate planning advice strategies

clock • 5 min read

Matt Dickens explores proactive estate planning and the use of business relief in IHT mitigation...

Most financial planners and wealth managers will be very familiar with the old maxim, "you should never let the tax tail wag the investment dog", meaning that one shouldn't chase a tax benefit by "compromising on either investment performance or risk level". But what if the client's specific stated objective is to access a particular tax benefit? An area where this question is especially pertinent is in delivering proactive estate planning. The objective of all estate planning is to ensure the maximum legacy is transferred to the client's chosen beneficiaries. The best financial "o...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Tax planning

Farmers to take government to court over IHT reform

Farmers to take government to court over IHT reform

Claimants said govt 'failed' to consult with the sector on IHT Autumn Budget

Chris Brayford
clock 26 June 2025 • 3 min read
Advisers push back on IHT plans for pensions

Advisers push back on IHT plans for pensions

Most advisers recommending early pension access and gifting

Sahar Nazir
clock 25 June 2025 • 3 min read
Reform's Zia Yusuf hits back at Britannia Card criticism

Reform's Zia Yusuf hits back at Britannia Card criticism

Tax expert has argued it could cost £34bn

Jen Frost
clock 24 June 2025 • 2 min read