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Inheritance tax services

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

When someone dies, Inheritance Tax (IHT) becomes due on the value of their assets. However, with a valid, up-to-date Will and the right advice, you can reduce your estate's liability for IHT.

To find out more about what IHT is and how it might impact you, watch our video with David Goodfellow, Head of UK Financial Planning.

We offer Inheritance Tax planning as part of our financial and wealth planning service. In addition, we also offer our IHT Portfolio Service, which is a simple and efficient strategy for reducing Inheritance Tax while offering growth potential to enhance your legacy. It invests in a diversified range of established, profitable companies chosen from the Alternative Investment Market (AIM). Once you've held an investment in certain AIM companies for two years, it no longer counts as part of your estate for IHT purposes. This compares favourably with the seven-year rule that applies to gifts and simple trust transfers.

Why choose our IHT Portfolio Service?

  • Our team has established a strong track record for delivering superior investment returns
  • We actively manage the portfolio to ensure the investments we have chosen are always suitable and working hard for you
  • Investing in AIM lets you take advantage of a dynamic market of growing businesses
  • You can include your Inheritance Tax Portfolio in your annual ISA allowance, enabling you to benefit from tax-free growth
  • We will keep you regularly updated with contract notes and quarterly formal valuations.

Download our IHT services brochure

  • Find out the details of the service
  • Learn how we choose suitable funds
  • Find out about our three different ESG portfolios
Download

 

At a glance: IHT

  • Read how inheritance tax (IHT) will affect you and your family
  • Make sure your family don't pay more than they need too
  • Learn how to help manage IHT.
Download

This service should be regarded as high risk as it is exclusively focused on equities. The portfolios are wholly invested in small capitalisation stocks. These companies are therefore more volatile and whilst they offer great potential, growth is not guaranteed. The current inheritance tax rules and tax treatment of AIM shares may change in the future. We strongly recommend that clients discuss their financial arrangements with their tax adviser before investing, as the value of any tax reliefs available is subject to individual circumstances.

How can we help?

If you would like to know more about our IHT Portfolio Service, or want to speak to one of our team, get in touch. We will be delighted to give you more details.

Photo of David Goodfellow

David Goodfellow

Head of UK Financial Planning

Photo of Paul Parker

Paul Parker

Investment Director

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