This week I met with a client that is selling his business. We discussed ways that he could invest the proceeds for income and growth and to maximise tax efficiency. One thing that business owners may receive while they own a business or a share in a business is Business Property relief. This allows them to pass the value of the business upon their death with 100% relief from Inheritance Tax. We can look at investments that allow them to retain this relief and also then plan for the rest of their estate to pass to their beneficiaries swiftly and tax efficiently.
If you would like to receive a complementary guide to Inheritance Tax Planning produced by St. James’s Place Wealth Management, or to arrange a meeting contact me on 01676 530606, by email Janine.edwards@sjpp.co.uk or visit www.janineedwards.co.uk.
About Janine Edwards
At 21, Janine Edwards was one of Lloyds TSB’s youngest managers, running a branch in Market Deeping, Peterborough.
Now Janine has just completed a milestone 25 years in financial services – but life today is very different from the career she first embarked on.
She has spent the last ten years with St. James’s Place Wealth Management, one of the country’s leading wealth management businesses. The firm’s advisers are called Partners, because of the way they work in partnership with their clients, and she is one of only a few females to reach senior status in a company which has more than 1,500 Partners working throughout the UK.
More information about Janine, St. James’s Place Wealth Management and her business can be seen on her website www.janineedwards.co.uk. This website is intended to provide clients and friends with more information about Janine’s world – her practice, her clients, Charity work, important updates from St. James’s Place Wealth Management, as well as details of the Aspirational Club - an exclusive network of some of the most elite and professional individuals in the area.
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