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Mike,
Really appreciate the analytical way that you are managing this portfolio and the presentation is clear and concise and much appreciated.
I too had settled on buying KETL recently but was finally put off by the Government’s intentions(delayed at the moment!) as it is a foreign owned company and most of its earning are non-UK.
As the rules around BPR may be stiffened up in future would you consider this a factor to be considered for future IHT selections?
Kind Regards