All of the case studies are sample scenarios. Before we make any personal recommendations, a full investigation is carried out taking into account your needs and objectives.

Tax treatment varies according to individual circumstances and is subject to change.

The Alternative Investment Market (AIM) and Business Property Relief schemes (BPR) often invest in assets that are high risk and can be difficult to sell, such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise, and you may not get back what you originally invested, even taking into account the tax benefits.

The Financial Conduct Authority do not regulate Trusts and Inheritance Tax Planning.