Business relief assets can offer an excellent estate-planning solution, argues Simon Ruthers, but advisers need to take time to understand the underlying investment and ensure it meets clients' risk appetites and aspirations
The government's take from inheritance tax (IHT) is expected to burst through the £5bn mark this year and to exceed £6.2bn by 2022. According to the latest Office for Budget Responsibility figures, meanwhile,...
'No viable alternative'
Assist customers to get better deal
3 March 2020
CIO Stephen Jones will take up UK duties on an interim basis
Should discuss with their clients