IHT & Business Relief: Navigating the New Rules

Upcoming changes to Business Relief (BR) are reshaping the landscape of Inheritance Tax (IHT) planning. Understanding these rules (previously referred to as Business Property Relief) and their impact on succession and estate planning is essential for business owners, families, and advisors alike.  

Linked changes to Agricultural Property Relief have attracted more media discussion, but the impact on business owners also needs careful attention.

In this webinar, Phil Moss and Nicole Booth guide you through:

• The latest updates to Business Relief (BR) rules

• How these changes affect eligibility and planning opportunities

• Practical strategies to mitigate risk and optimise tax efficiency

• Interaction with upcoming IHT changes to pensions

• Real-world examples and case studies

If you have any questions or concerns about the topics discussed in this webinar, please get in touch with any of our experts or your usual Lubbock Fine contact.