New. Adviser guide to Business Relief 2026 – In association with Octopus Investments

New. Adviser guide to Business Relief 2026 – In association with Octopus Investments

Estate planning and Inheritance Tax are perhaps the biggest subjects for advisers and their clients. This new guide is edited by Lisa Best, Adviser Home Director Tax Efficient Solutions. It’s full of expert insight and case studies, and is an essential reference for any adviser active in this large and growing market. 


Access the Guide here 

Here’s the contents in brief:-

• Introduction: Changes to Business Relief in an environment of increasing IHT liabilities
• Changes announced in late 2025
• What the changes mean for farmers, businesses and individuals
• The impact on recently adjusted estate planning based on the originally announced changes
• Where does Business Relief now sit in estate planning?
• Changing risk profiles in Business Relief, including AIM-based offers
• Changes to the balance between Business Relief and CGT
• Updated case studies on common Business Relief usage pre and post 6th April 2026
• Reference summary of Business Relief rules changes from 6th April 2026