Inheritance Tax and Business Relief

Dominique Butters

Dominique joined Blackfinch in October 2016, bringing over 27 years’ of financial services experience. Dominique’s career began at Lloyds Bank in 1989, working as an adviser for ten years before moving to Towry Law as an independent financial adviser. She then spent five years at Clerical Medical specialising in Inheritance Tax planning and eight years at Octopus Investments. Dominique is well known and highly respected for her technical knowledge and openness in helping advisers work effectively with professional connections.

About Blackfinch

Blackfinch works closely with Financial Advisers around the UK to provide a range of diversified investment solutions that complement their client portfolios. These include both asset management and tax-efficient investments, ensuring advisers can help their clients at all stages of their investment journey. And as a responsible investment specialist, we take investors' funds and use them to make long-term change to communities, the climate and the economy.

• Describe what Business Relief Investments are
• Understand the structure of an Asset Backed BR Service
• Be aware of what factors to consider when looking at providers
• Explain the rules around Inheritance Tax
• Explain the rules around the Residence Nil Rate Band
• Overview and points to consider following the 2024 Budget
• Consider planning scenarios where BR will be a useful tool

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