Ring-fencing future property investments from Inheritance Tax

The client owns a public sector business that deals in Post Office products, services, and staff development. When he initially approached TLPI, the client was looking at long-term investment strategies and structures that would facilitate further investment opportunities in the most tax efficient way.

Whilst he already held a few properties, he was open to making further investments via a different set-up to improve his tax position. This would also ensure his future investments were ring-fenced and protected from excessive Inheritance Tax liabilities for his son, should the worst happen.