RE: Tax Implications on AIM shares12 Sep 2025 16:44
If the optician invests £719,985 in Caledonian Holdings and then is hit by the bus, the CHP shares assuming no increase in value would be taxed at 20% so HMRC would take £143,997 a saving of £143,997.
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You assume an awful lot - regarding the tax situation of the the multi-millionaire Optician :)
And of course - IHT only applies if he still holds the assets when he/she passes away - as the saying goes - perfect planning prevents p*** poor performance - not exactly as written in the text books