A Financial Times reader’s query about how to avoid inheritance tax using shares listed on AIM got him some good free advice.
First, there is no definitive list of companies that qualify for Business Property Relief, so you need to check regularly; and second, eligibility for the relief (qualifying assets are treated as having a value of zero in your estate) is tested at the date of death, so you need to stay on the ball. Experts recommended a managed portfolio service that takes care of these issues.