- PORTFOLIO SERVICES
- PLATFORM SERVICES
- PARTNER SERVICES
- ESTATE PLANNING RESOURCES
- ABOUT US
Our ESP services provide 100% relief from inheritance tax after two years
Many clients don’t fully appreciate the true value of their assets which will form their estate.
Clients are aware that inheritance tax is levied on their estate above a certain amount and most are familiar with trusts, gifting assets and insurance as a way of reducing their liability.
These traditional routes, while tried and tested, have some drawbacks including: age & health restrictions; cost; and losing control of, and therefore access to, the capital.
What is far less well known is the longstanding legislation that can help to remove a liability to inheritance tax easily without any of these drawbacks.
Services that use Business Relief have grown in popularity over recent years as their investment value attracts 100% relief from inheritance tax after two years.
This allows investors the freedom to retain control of their capital and to pass a tax efficient legacy to their children.
We have extensive experience helping families pass wealth effectively to their beneficiaries.
Our ESP services allow financial planners to meet the estate and succession planning needs of their clients.
To help find the most relevant question, please choose a theme