Business Relief after April 2026: what advisers need to know
Business Relief remains part of the specialist planning toolkit, but the questions advisers ask of providers now matter more than the headline relief itself.
Insights
Thinking from New Walk
Technical and structural commentary for advisers, professional intermediaries and experienced investors working in specialist wealth markets.
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Insights
Thinking from New Walk
For Advisers
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Liquidity, probate and the fortnight after: the part families remember
A specialist investment is judged by the family on how the estate is administered, not on how it was presented at outset.
Alternative Investments
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Joint venture property investment: what the investor actually owns
Co-investing in a specific development is very different from holding property funds. The distinction lies in the documents.
Alternative Investments
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SEIS and EIS: tax-advantaged venture investing for experienced investors
Government-backed venture schemes offer meaningful reliefs in exchange for illiquidity and a high dispersion of outcomes.
Alternative Investments
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Asset-backed fixed-term bonds: how they work and where they fit
Fixed-term bonds secured against UK property lending offer defined terms and stated rates — alongside risks that cash savings do not carry.
For Advisers
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Ten questions to ask a secured lending provider
Good lending is decided before the money goes out, not after. A practical due-diligence checklist for advisers reviewing an asset-backed proposition.
Private Credit
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Private credit and Business Relief: understanding the structure
Where a lending business sits behind a Business Relief objective, the structure — not the target return — is where the adviser's work begins.
Expatriate Wealth
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Leaving the UK does not leave UK inheritance tax behind
Expatriate clients are frequently surprised to learn that their estate remains within scope of UK inheritance tax long after they have left.
Inheritance Tax
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Inheritance tax in brief: allowances, the 40% rate and the six-month deadline
A short refresher on the mechanics that create the problem: two allowances, a flat rate above them, and a payment deadline that arrives before probate.
Inheritance Tax
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Two years, not seven: the timescale question at the centre of IHT planning
Most objections to inheritance tax planning are not technical. They are about giving away money you may still need, years before you are ready.
Business Relief
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Business Relief after April 2026: what advisers need to know
Business Relief remains part of the specialist planning toolkit, but the questions advisers ask of providers now matter more than the headline relief itself.
Have a technical question?
Andrew is available to discuss the structural and technical dimensions of any specialist proposition.
Important information
Insights are published for information and professional education. They are not advice, a personal recommendation, or an offer or invitation to invest.