Edward Robinson and Charlie Searle write for FT Adviser on key considerations when an individual inherits company shares
min readMany 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.
On this subject, Edward Robinson, Legal Director in our corporate team, and Charlie Searle, Associate in our private client team, co-author an article for FT Adviser, explaining some of the key considerations when inheriting company shares — in both public and private companies.
In the article, they describe some of the challenges relating to business relief-qualifying shares, explain how business relief works, and identify how directions in a will interact with a company's articles of association.
Real the full article in FT Adviser here.
