Business Relief for Inheritance Tax Planning

June 2022

Investors can hold BPR-qualifying shares within a tax-efficient ISA wrapper.

BPR is a well-established relief dating back 40 years, however, you should keep in mind that the value of an investment may go down as well as up and investors may not get back what they originally put in. Tax rules may change in the future, and the value of tax reliefs depends on your individual circumstances.