See how VCTs and estate planning could be considered across a range of illustrative client circumstances and financial planning needs.
Topic
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Scenario
IHT
5
min read
Moving from AIM shares to unquoted Business Relief
How replacing an AIM portfolio with unquoted shares could affect the rate of Business Relief before and after a new two-year ownership period.
Scenario
VCT
5
min read
Investing after taking a company dividend
How a Venture Capital Trust could provide income tax relief alongside a dividend used to diversify wealth beyond a business.
Scenario
VCT
5
min read
Investing alongside a tapered pension annual allowance
How a Venture Capital Trust could provide an additional tax-efficient investment route for a high earner whose pension annual allowance may be restricted.
Scenario
IHT
5
min read
Retaining ownership while planning for Inheritance Tax
How a Business Relief-qualifying investment could help a client retain ownership of their assets while seeking to reduce a potential Inheritance Tax liability.
Scenario
VCT
5
min read
Reducing the tax cost of a pension withdrawal
How a Venture Capital Trust investment could provide income tax relief alongside a large pension withdrawal.
Scenario
IHT
VCT
6
min read
Moving from a mature VCT to Business Relief
How selling a mature VCT and reinvesting the proceeds in unquoted shares could shift the focus from income tax planning to estate planning.
Scenario
IHT
5
min read
Planning under a Lasting Power of Attorney
How an attorney and financial adviser might consider an investment for a client who lacks the mental capacity to make the decision herself.
Scenario
IHT
5
min read
Business Relief after selling a business
How investing the proceeds of a recent business sale in replacement business property could allow the ownership periods to be combined for Business Relief purposes.
Get in touch
If you have a question or would like any further information, get in touch with our team using the details below.
