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Important notice

Although the content of this article was correct at the time of writing, the accuracy of the information should not be relied upon, as it may have been subject to subsequent tax, legislative or event changes.


Getting Started

Inheritance tax essentials

When you sell your business you may end up with more money than you've every had before. But above certain limits estates are taxed at 40% when you die, which could mean much of the money ends up with HMRC instead of your family, unless you start planning to limit your liability now. Your St. James's Place Partner will be able to give you the advice you need.

Inheritance tax essentials

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Your St. James’s Place Partner will be able to advise you on which of our panel providers you would need to be referred to, given your particular circumstances for further advice in this area.

Investments made into BR qualifying schemes are intended for those willing to take a high risk with their capital and will not be suitable for most investors.

Please be aware that Enterprise Investment Schemes are only suitable for sophisticated investors willing to take a high risk with their capital as there is a risk that an investor may lose some or all of their capital if the company invested in fails.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances. Tax relief may also apply retrospectively.

*Trusts are not regulated by the Financial Conduct Authority.