Guides
What does an investment in IEP provide?
An adviser's guide to what an IEP investment provides: Business Relief, optional insurance cover, a defined strategy, access to capital and Investors' Relief.
What is Business Relief?
How Business Relief works, what qualifies, and what's changing from April 2026, including the new £2.5m allowance and the AIM shares change.
Inheritance tax changes 2026
A practical summary of the April 2026 inheritance tax changes and the steps advisers should take to protect their clients' estate plans now.
What is inheritance tax and who pays it?
A plain-English guide for advisers: how inheritance tax works, the key allowances and why more estates are affected than ever before.
Business Relief and Trusts
Entry, periodic and exit charges explained for discretionary and interest in possession trusts, with worked examples and how Business Relief can help.
How does a Business Relief investment compare to other estate planning options?
Business Relief investments, gifts, trusts, AIM shares and life insurance for inheritance tax compared: the advantages and risks of each estate planning solution.