The Business Relief universe today

This timely industry update aligns with another year of record-breaking Inheritance Tax receipts. This emphasises the growing need and motivation for financial advisers to consider BR-eligible investments for estate planning, focusing on capital preservation and growth. Read more here: https://view.ceros.com/intelligent-partnership/br-july-2023/p/2?af=IPemail&src=July23BR

Intelligent Partnership – BR Industry Update Q2 2023

Inheritance Tax (IHT) receipts rise again – Intake for April stands at £0.6bn, up £0.1bn from last April’s figures 📈 HMRC revealed earlier this year that IHT receipts had risen once again. This follows the record-breaking 2022/23 tax year, suggesting the possibility that another blockbuster yearly intake could follow. Investing into Business Relief (BR) qualifying … Read more

Intelligent Partnership – BR Industry update Q2 2023

New Report: The Inheritance Tax (IHT) landscape today Against a backdrop of recent rises in asset values, higher volumes of wealth transfers during the Covid-19 pandemic, and a frozen nil-rate band until at least April 2028, more and more families are slipping into the IHT net. How could Business-Relief qualifying investments help investors and advisers … Read more

We’re Finalists! Emerging BR Investment Manager – Unlisted

We are delighted to have been shortlisted in this year’s Growth Investor Awards by Intelligent Partnership in the category of Emerging BR Investment Manager – Unlisted. Congratulations to our team and fellow finalists! Link to the full list of finalists: growthinvestorawards.com/finalists-2023

The Inheritance Tax (IHT) landscape today

Against a backdrop of recent rises in asset values, higher volumes of wealth transfers during the Covid-19 pandemic, and a frozen nil-rate band until at least April 2028, more and more families are slipping into the IHT net. How could Business-Relief qualifying investments help investors and advisers navigate these market conditions? To find out more, … Read more

Meet the Manager Interview with Intelligent Partnership

In a Meet the Manager interview with Francesca Eastwood in the latest Business Relief Update from Intelligent Partnership, Tom Lloyd-Jones discusses our investment strategy, some of the key characteristics we look for when choosing investment opportunities and why we believe asset backed lending is a good strategy for those thinking about their estate planning. To … Read more

Investing in Business Relief during economic uncertainty

In the current inflationary, higher rate environment, asset classes like real-estate credit can be relatively well-positioned to navigate the challenges ahead. The largely floating-rate nature of private credit, together with other attractive, structural features and relative income and return resilience, can offer investors an ability to mitigate inflation risk – while principal lenders have levers … Read more

Inheritance tax reaches new half year record

Figures released from HM Revenue & Customs recently show a record amount of £3.5bn of inheritance tax collected by the Treasury in the first 6 months of the tax year Read the full article here: https://www.ftadviser.com/property/2022/10/21/inheritance-tax-reaches-new-half-year-record/