Hi,

I am in the process of researching a universe of names that qualify for Business Property Relief (BPR) on AIM and therefore will be inheritance tax (IHT) free after the two year holding period, for my father.

My experience so far, is that IR departments are very cautious about confirming their status and will only ever confirm if they currently qualify. I can appreciate why that is as circumstances do change. However, I am not sure why it is such an opaque area in which to gain confirmation. I guess it suits HMRC for it to be so.

So, I thought it may be useful to create a forum to share names, if others are interested in this topic?

So far, I have confirmed with IR departments that both APH & SOM qualify.
Mrken, also highlighted Youngs & Wynnstay as two names that were recently mentioned in The Daily Telegraph as qualifying.

If I can discover about 10-20 names, I will endeavour to create a portfolio to track their performance.

So if anyone out there can share any names or pointers then I would be more than happy to curate a universe.

Many thanks in advance.
Paul

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