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.
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.