Asset Backed Inheritance Tax Planning Services



Succession is a discretionary managed IHT service that targets a 5% per annum return.

Objective: Capital preservation & growth

Estate Planning Service


Estate Planning Service is a discretionary managed portfolio service that is designed to distribute an income of 4.5% per annum and protect capital from Inheritance Tax.

Objective: Capital preservation & income

Useful Guides


A range of short, helpful guides designed to provide clear guidance and information about Inheritance Tax planning.

Inheritance Tax planning Services that use AiM shares



AIM IHT ISA is a discretionary portfolio which offers 100% Inheritance Tax exemption after two years. It is also free from income tax, capital gains tax.

Objective: Capital preservation & growth

AiM IHT Portfolios


AIM IHT portfolio is a discretionary portfolio which offers 100% Inheritance Tax exemption after two years.

Objective: Capital preservation & growth



Our IHT Services offer an optional loss of value insurance policy, which protects from market risk and the impact of fees and charges.

Inheritance Tax Specialists

We work with financial advisers to provide Inheritance Tax planning services that reduce or remove the impact of Inheritance Tax on families and beneficiaries.  Our services solve legacy and estate planning problems experienced everyday by private individuals and business owners. These services have been designed principally to protect your capital and also to cater for the different needs that clients may have.

You can choose from discretionary managed AiM portfolios, which offer the prospect of real growth and more traditional physical assets, such as forestry or renewables, which offer a combination of growth and income.

Our Inheritance Tax services are available for individuals, families, companies and trustees.

Tax Planning Products

The Expatriate Pension Service


Expatriate Taxation Benefits
Our international pension product offers highly attractive taxation benefits for those who are working on temporary contracts overseas.

It is designed for employees or contractors who are domiciled in the UK but who are non-UK residents.

Please direct any enquiries to

EIS Opportunities


We are currently looking at a number of new opportunities.

Please get in touch if you are a business looking for funding or an investor seeking tax efficient investments.

We understand the importance of sound financial planning

To complement our Inheritance Tax services we manage other tax efficient products and services such as Enterprise Investment Schemes (EIS) and offer asset backed investment opportunities designed with pension funds in mind.

One thing is certain, when creating our services we only use long-standing mainstream legislation that you can trust.