Diagnostax

Hold the phone! There’s an IHT-shaped cloud forming in the distance. After incorporating, ensure your client’s structure and shareholding can bring them commercial benefits, and long term planning opportunities.

People work hard to build their wealth – but are they set up, long term, for the family? Help your clients protect wealth and reduce IHT.

Read this article before helping your clients with Shares. Broadly speaking, schemes fall into two categories: HMRC-approved arrangements and unapproved or “alternative” schemes, which offer greater flexibility but typically less favourable tax treatment. Whether it's EMI, CSOP, SIP, SAYE, Growth, or whatever!