Our Inheritance Tax Services are accessible through GrowthInvest, an adviser-focused platform designed to simplify research, investment and reporting on tax-efficient and alternative investments.

The platform aims to bring the advantages of early-stage investing to a wider audience of investors – who are in a position to benefit from the higher returns which these companies potentially offer, and tax efficiency via government sponsored schemes.

Originally founded by financial advisers in 2012 as the Seed EIS Platform, the company rebranded as GrowthInvest in October 2016 in order to more accurately reflect the wider range of products and services available. This purpose-built technology allows investors to consolidate, control and enhance their investment portfolio within a single, secure online portal.

GrowthInvest are on a mission to make tax-efficient and private investments more widely accessible to wealth managers, financial advisers, and their clients, through the provision of digital solutions and education in a fast-growing but currently inefficient market.

The GrowthInvest platform allows our clients to consolidate both new and historical investments in one secure portal. The platform generates online reporting, incorporating tax reliefs and real-time performance analysis providing portfolio-level and individual investment analytics across BR and IHT products.

Want to Know More?

Find out exactly why we partner with GrowthInvest – the platform that allows advisers to consolidate historical assets and portfolios in one work-space, giving portfolio-level and individual investment analytics in an easy-to-use format.