For clients seeking IHT relief and capital preservation.


Our flagship service offers clients a choice of discretionary or bespoke planning for inheritance tax mitigation. Clients can choose from a wide range of investments in physical assets such as commercial forestry, farming, hotels and renewable energy.

With a focus on capital preservation and structured so that investors have full control, Succession is ideal for clients and their families seeking to shelter their capital, or for business owners seeking greater tax efficiency.

Succession targets a return of 5% p.a. net of all fees.


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Fees and charges

Service Succession
Target return 5% growth p.a.
Minimum investment £40,000
Initial fee 2%
Annual Fee 1.5%
Dealing Fee -
Exit fee - *

The annual and dealing fees exclude VAT which will be added at the prevailing rate.
*A transfer fee may apply in certain circumstances.

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