How Replacement Business Relief helped preserve a £2 million legacy

When a family business is sold, Business Relief can be lost overnight, and the resulting inheritance tax (IHT) exposure can be far larger than many clients expect. In a new article for Professional Adviser’s Retirement and IHT hub, Triple Point’s Lucy Dolan explains how a business sale can quickly convert a Business Relief-qualifying asset into a taxable estate risk – and uses a real-life case study to show how timely action protected a family’s £2m legacy and avoided an £800,000 IHT bill. Click "Visit" to read the article today.