PolicyLens

Conservative - Tax

Reverse business inheritance-tax changes

Restore more generous business property relief from inheritance tax for qualifying family businesses.

Last updated: May 2026.

Read the policy-specific methodology note

Relief baseline

The baseline is the post-Budget restriction on business property relief. The official note shows the largest claims account for a large share of relief cost.

  • Direct gain goes to business-owning estates.
  • Liquidity risk may fall for some firms.
  • Revenue loss and avoidance risk are material.

Core trade-offs

The policy reduces succession-tax pressure for family businesses. It also subsidises inherited business wealth and can preserve assets that might otherwise be sold or restructured.

  • Some business continuity improves.
  • The Exchequer loses IHT receipts.
  • Wealth inequality risks increase.

Fiscal impact by 2028-29

+GBP 0.3bn to +GBP 2.0bn. Central estimate: +GBP 0.9bn.

  • Positive numbers mean net fiscal cost; negative numbers mean Exchequer savings.
  • Main cost is lower inheritance-tax receipts.
  • Continuity benefits are not scored as fiscal savings.
  • Estate-planning response could be large.
  • This is not an official costing.

Economic impact by 2028-29

  • Jobs: May protect some family firms; weak firms may also be preserved.
  • Wages: No direct wage gain; effects depend on business investment.
  • Prices: Little direct price effect expected.
  • GDP / productivity: Mixed: succession stability versus weaker reallocation and tax planning.

Assessment

The policy may help genuine succession problems in illiquid family firms. But broad BPR is expensive relative to the number of estates affected and creates strong planning incentives for high-wealth households.

Confidence: Medium-low. Official relief-distribution evidence is useful; behavioural avoidance response is hard to estimate.

Main risks

  • Wealth sheltering: High-wealth estates may use business assets to shelter inheritance.
  • Low productivity: Relief can preserve ownership structures that are not efficient.
  • Revenue loss: Costs rise if planning expands claims beyond current patterns.

Safeguards

  • Limit relief to trading businesses.
  • Cap gains for passive investors.
  • Report claims by estate value and sector.

Academic evidence

Mirrlees and review team, Institute for Fiscal Studies and Oxford University Press, 2011

Tax design principles

Efficient tax systems use broad bases, coherent rates and few arbitrary reliefs.

Frames the efficiency trade-off when tax cuts are not matched by credible funding.

Tax by Design: The Mirrlees Review (2011)

UK government evidence

HM Treasury, 2024

Autumn Budget 2024

The Budget introduced private-school VAT, APR/BPR changes and Energy Profits Levy reforms.

Sets the policy baseline Conservatives propose to reverse.

Autumn Budget 2024 (2024)

Sources

Other Conservative policies

PolicyLens estimates are illustrative and should not be treated as official costings.