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Found this useful guide to what will not qualify for IHT relief at https://www.taxinsider.co.uk/687-Investments_as_BPR_Vehicles_for_IHT_Savings.htmlNo BPR is available in the following circumstances: • The business consists wholly or mainly of dealing in stocks and shares (except market makers and discount houses); • The business is wholly or mainly dealing in land or buildings; • The business is wholly or mainly holding investments (which includes land which…

Although I do hold BUR, I have regarded the shares as less likely to qualify for BPR than others for the simple reason that BUR is essentially a company that invests money in situations it believes will earn a good return. Unlike the makers of "widgets" I mentioned above, BUR produces no product and the main service it supplies is the provision of finance. I…

It maybe worthwhile looking at http://www.investorschampion.com/aim-for-iht . I have built a portfolio designed to give IHT exemption by trying to follow the basic rules associated with Business Property Relief. The shares should not be listed on a recognised exchange (HMRC define this with a list of recognised exchanges) AIM is not listed. The company should be a genuine trading company, not one that simply derives…

BREE, agree with John Eustace, post no. 17. Bought BREE 7 years ago for IHT exemption. Asset rich and big barriers to competition - only so many quarries close to customer demand. No dividend but capital appreciation has more than made up for that. Very experienced management too. Cyclical but sleep well.

RWS and the European Unitary patent issue boils down to the desire to have a single patent which applies in multiple countries. It sounds sensible but the evidence so far is that large corporations do not want to risk a system that is untested while they have the option of individual patents they know have legal resilience. As with many things, better the devil you…


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