How many business owners know that their cash holdings may be causing the loss of hard-earned reliefs? How many business owners with property portfolios know that they can get some IHT relief on non-qualifying capital? How many medical professionals with Ltd companies know that there is a route to IHT efficiency for the capital their private work is generating?
Many of these clients will be unaware of the issues that surround non-working capital in their business. So how can we help them solve this issue? The answer – Blackfinch Corporate Management Service - Corporate Business Relief.
I would like to personally invite you to a Blackfinch Investments focused event where I will be joined by my colleague Gordon Pugh, Investment Director.
Hosted over a three-course lunch at West Brewery, we will be sharing our views on how firms can increase their value to their SME clients by identifying these problems and providing a route to IHT/ BADR, through our Non-UCIS Blackfinch Corporate Management Service. Gordon will be touching on the “20% test”, what view HMRC are likely to take on non-working capital above 20% and the likely impact on both IHT and BADR.
Gordon will also be discussing the structure of the service and partnership process that Blackfinch offers to these clients, whilst looking at scenarios where business owners can reclaim lost IHT reliefs and BADR.
After lunch, we will enjoy a tutored beer tasting where guests will be guided by one of the knowledgeable WESTies, learning all about the brewery’s history and how they brew a diverse range of award-winning beers. You will taste four WEST beers with the team highlighting the taste profiles and notes.
Please register your place and complete your menu choices via the link below.
I look forward to seeing you there!
