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Please note: this content is only applicable to a UK mainland audience.

IHT Portfolio Service documents

Here you should find all the documents and forms you'll require for our Inheritance Tax Portfolio Service.

Please send completed forms to Lauren Hurford at Canaccord Genuity Wealth Management, 41 Lothbury, London EC2R 7AE or email

For more information on our Managed Portfolio Service or if you have any questions about the documentation available here, please contact Lauren: +44 20 7523 4597

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How can we help?

If you would like to know how we can help with your investment and wealth management needs, get in touch. We will be delighted to provide more details of our services.

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.