About this Event
Protecting Your Business Legacy from Inheritance Tax
Running a successful business takes years of hard work, sacrifice, and commitment. Understandably, you will want as much of that value as possible to pass to your loved ones or chosen successors — not to HM Revenue & Customs. However, many trading business owners find their estates could face significant Inheritance Tax (IHT) liabilities in the future, particularly once they exit the business or release capital for retirement.
Business Relief – a flexible solution
Business Relief (BR) is a long-established part of UK tax legislation designed to encourage investment into trading businesses. Qualifying investments can benefit from up to 100% relief from IHT after just two years — provided they are still held at the time of death.
Suitable for individuals who wish to:
· Reduce a potential IHT liability quickly and efficiently
· Retain control of their capital (unlike gifting strategies)
· Keep funds in their own name with access if circumstances change
· Support innovation and the UK economy by investing in trading companies
Why business owners consider BR investments
· They may already have used other allowances and exemptions
· They want to avoid complex, lengthy trust arrangements
· A future sale of the business could reduce BR eligibility on proceeds
· They want to plan early for exit, retirement or succession
We invite you to join us at the Theatre Royal Plymouth on 3 December 2025 to gain a deeper understanding of Business Relief opportunities and the potential advantages they may offer.
Event Venue & Nearby Stays
Theatre Royal Plymouth, Royal Parade, Plymouth, United Kingdom
GBP 0.00
