Our estate planning services provide IHT exemption after two years whilst allowing clients to retain full control of their capital. These are usually designed as discretionary managed portfolios which use long-standing, mainstream legislation to provide tax efficient solutions for investors.
Our products and Inheritance Tax services are usually promoted through the advisers of individuals, families, companies and trustees.
Financial advisers have a number of options when it comes to inheritance tax planning and can choose from an AiM portfolio, available inside or outside an ISA wrapper, or from our asset backed IHT services which are either managed as a discretionary portfolio or bespoke to the investor.
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.
We intend to have further product offerings in these areas later this year, so watch this space.