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Business Relief Guide

About this guide

Business Relief (formerly called Business Property Relief) is the 100% Inheritance Tax (IHT) relief which applies to qualifying business property. Established since 1976, it applies to certain unquoted trading businesses and companies listed on the London Stock Exchange’s Alternative Investment Market (AIM). Through investing in these companies, the capital becomes exempt from inheritance tax after a holding period of two years. If you’re unsure about anything or would like to find out more about ISAs, then call Henry Spain Investment Services on 01858 898023 (Market Harborough) or 01572 897510 (Oakham).
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The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your initial investment.

Before contemplating any investment, you should consider whether you require any advice from a financial adviser which we would be happy to provide. Tax benefits and allowances described above are based on current legislation and HM Revenue & Customs practice and depend on personal circumstances. These may change from time to time and are not guaranteed.

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If you would welcome a free second opinion on your investments feel free to get in touch.

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Henry Spain is authorised and regulated by the Financial Conduct Authority.

Registered in England and Wales No. 7118506.

Registered Office: 49a High Street, Market Harborough, Leicestershire, LE16 7AF

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