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For financial advisers and investment professionals only

The information in this area of the website is aimed at financial advisers and other professional financial intermediaries in the United Kingdom and it is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our home page for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

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IHT Portfolio Service for intermediaries

One of the most important aspects of estate planning is to make sure your clients' family, friends and favourite causes inherit as much of their wealth as possible.

Our IHT portfolio is a simple and efficient strategy for reducing IHT while offering growth potential to boost potential legacies.

It invests in a diversified portfolio of established, profitable companies selected from the Alternative Investment Market (AIM). Under current rules, shares in some companies that trade on AIM are treated as 'business property' and eligible for Business Relief (BR), formerly Business Property Relief. Once a client has held shares in one of these companies for two years, the shares are no longer counted as part of their estate for IHT purposes. This compares favourably with the seven-year rule that applies to gifts. The client maintains full control and can access their funds at any time should their circumstances change.

This is an actively managed portfolio service, so if we decide any of the underlying investments are no longer suitable, or if they stop being eligible for BR, we can sell them and reinvest in another qualifying company without having to restart the two-year period.

How can we help?

If you would like to find out how we can help your clients reduce liability for inheritance tax, get in touch. We will be delighted to give you more details.

For your clients - inheritance tax at a glance

Why recommend our IHT Portfolio Service to your clients?

  • Our team has established a strong track record for delivering superior investment returns
  • We actively manage the portfolio to ensure the investments we've chosen are always suitable and working hard for your clients
  • Investing in AIM lets your clients take advantage of a dynamic market of growing businesses
  • They can include their IHT portfolios in their annual ISA allowances
  • We'll keep you and your clients regularly updated with contract notes and quarterly formal valuations.

Why not watch our video with Paul Parker, Investment Director who has been managing IHT portfolios since 2006.

Download our IHT services brochure

  • Find out the details of the service
  • Learn about our simple and efficient strategy to reduce IHT
  • Learn more about IHT.
Download

Other document downloads

Here you'll find documents and forms related to our IHT Portfolio Service.

IHT Portfolio Service documents

How can we help?

If you'd like to find out how we can help your clients reduce liability for inheritance tax, get in touch. We'll be delighted to give you more details.

Photo of Patrick Thomas

Patrick Thomas

Investment Director, Head of ESG Investments

Patrick set up and is responsible for our range of environmental, social and governance (ESG) portfolios. Patrick chairs the ESG Committee. He also sits on the firm’s Portfolio Construction Committee, Fund Selection Committee and Alternatives Committee. He specialises in managing investment portfolios for intermediaries, trusts, charities and pension funds, specialising in discretionary mandates.

Patrick is a chartered Wealth Manager and a Chartered Fellow of the CISI. 


Photo of Paul Parker

Paul Parker

Investment Director

Paul is head of the Intermediary Portfolio Management team. He has an in-depth understanding of managing funds for high net worth individuals, pensions, trusts and charities and specialises in Alternative Investment Market IHT portfolios. Paul is also a member of the UK Small Cap Stock Selection Committee.

Paul is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities.


Photo of Alasdair Ogilvy-Stuart

Alasdair Ogilvy-Stuart

Intermediary Sales Director

With over 30 years’ experience in the financial services industry, Alasdair joined Canaccord Genuity Wealth Management’s Intermediary team in 2010 with a focus on building relationships with Independent Financial Advisors, Lawyers, Accountants and other professionals. Prior to joining, Alasdair was Business Development Manager at Sun Life of Canada, Zurich Intermediary Group and NPI. Alasdair holds the Diploma in Financial Planning from The Chartered Insurance Institute.


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.

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