How do you ensure the stocks are BPR compliant?
- The AIM strategy is annually reviewed by independent third-party tax experts
- An important note – HMRC assess business relief on an individual basis at the time of death as part of the probate process
Watch time: 1 minute
We understand how important it is for clients to plan and preserve for the next generation and their loved ones. The Quilter Cheviot AIM strategy is designed for estate and inheritance tax (IHT) planning at an accessible entry point of £100,000.