Experience dealing with HMRC re: business relief shares?
Experience dealing with HMRC re: business relief shares?
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GliderRider

Original Poster:

2,928 posts

110 months

Tuesday 4th June 2019
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As a named executor for an estate which is primarily invested in shares qualifying for business relief from inheritance tax, I'm interested in any first hand experience of dealing with HMRC in such a case.

The shares, in AIM100 companies, are held in ISAs, but are not managed by a specialist company such as Octopus or Investec, as the shareholder preferred to do their own share selection.