Forestry investments

Trusts Discussion
1

I have a client who has a significant forestry investment . He wishes to leave it to his children but would like it to remain in the family and pass on to his grandchildren .

Can such an investment be placed in a trust and still retain the positive inheritance tax treatment .

Many thanks
Collette Hodkinson
CPH Solicitors

2

Provided the forestry meets the requirements for the relief - management et cetera – There is no reason why it should not qualify for 100% relief, when held in a trust.

Patrick Moroney
BWL Solicitors