As part of a family wealth planning exercise, we asked Crowe to review options for our family-held logistics business.  Crowe advised that we consider certain business changes for Inheritance Tax purposes.  Once these changes were made we obtained HMRC approval as to the ‘business relief’ status of the company and we were then able to move most of the shares into the trust environment.  With care we expect to avoid the worst of the October 2024 budget changes to Inheritance tax as they will soon apply to businesses. We find Crowe to be expert, adaptable and commercial. Crowe’s knowledge of this complex and developing area of the tax system has helped us move assets efficiently and we are delighted with the result.