Corporate Structures & Business Relief: Estate Planning Opportunities

Summary

As more business owners look for effective ways to manage their estates and reduce potential Inheritance Tax (IHT) liabilities, corporate structures offer a unique opportunity to invest in Business Relief (BR)-qualifying assets.

This webinar is designed to help financial professionals understand how to incorporate BR-qualifying investments into corporate estate planning strategies. We’ll explore the types of investments that qualify, the conditions required for relief, and how these solutions compare to other traditional planning methods such as trusts and gifting.

You’ll also gain practical insights into how to position these strategies with clients, including company directors and shareholders, and how to navigate common compliance, risk, and suitability considerations.

Register now to secure your place. Joining details will be emailed to all registered attendees ahead of the event.

Speaker

Andrew Derrington is a Senior Business Development Manager at Puma Investments, where he specialises in tax-efficient investment solutions including Business Relief (BR), EIS, and VCTs. With over 20 years of experience across corporate tax, investment structuring, and intermediary distribution, Andrew supports financial professionals in delivering estate and succession planning strategies for individuals and corporate clients. His expertise makes him a trusted voice on how corporate structures can leverage Business Relief qualifying investments to mitigate Inheritance Tax exposure.

Learning Objectives

Following this presentation delegates will be able to:

1. How BR works within corporate structures to mitigate Inheritance Tax (Family Trading Companies, FICS, Investments Companies) and where it doesn’t.
2. How to identify when a corporate BR strategy is appropriate for your clients.
3. Practical considerations: ownership, control, tax treatment, and exit strategies.
4. Case studies to illustrate the real-world application of Business Relief investment strategies for corporate clients.

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