Amy

Comments

• Hi all, just checking, have we had clarification around the treatment of the BR portfolio in the IPDI IIP Trust specifically? Is it falling within the personal £1m or would it be deemed to be a qualifying pre‑commencement settlement as it was settl…

  in IHT, Trusts, AIM and BR query! Comment by Amy November 21
• Hi all, just checking, have we had clarification on whether the £1m will cover IIPD trusts and personal assets and if so, can you point me in the right direction to find it please?

  in IHT, Trusts, AIM and BR query! Comment by Amy November 20
• Thanks Les, exactly as I thought.

  in Quick Bond surrender question.... Comment by Amy April 9
• Thank you @les_cameron @TomLloyd_Read

  in IHT, Trusts, AIM and BR query! Comment by Amy February 26
• Bit late but thank you all, much appreciated!

  in EIS, AIM and IHT query Comment by Amy February 2024