InvestmentsFeb 27 2024

What are the tax implications for individuals inheriting company shares?

  • Describe some of the challenges with business relief-qualifying shares
  • Explain how business relief works
  • Identify how directions in a will interact with a company’s articles of association
  • Describe some of the challenges with business relief-qualifying shares
  • Explain how business relief works
  • Identify how directions in a will interact with a company’s articles of association
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Approx.30min
What are the tax implications for individuals inheriting company shares?
An individual will need to consider the impact of the value of the company shares being comprised in their estate from an IHT perspective (Anna Gordon for the Financial Times)

Many know what to do when inheriting money or property. However, that might not be the case when inheriting company shares, particularly from the perspective of navigating tax implications. 

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