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You could look to mitigate inheritance tax (IHT) by investing in a portfolio of qualifying shares traded on the Alternative Investment Market (AIM).
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Managing Your Account
Settlement by BACS Form
(0.06 MB)
Settlement by BACS is a quick and efficient way of receiving funds.
Download
Investment Club Agreement Form
(0.14 MB)
This form is required to complete the opening of your execution-only stockbroking portfolio.
Download
Investment Management Terms of Business
(0.29 MB)
Investment Management Terms of Business
Download
Nominee Agreement Form for a Stockbroking Portfolio
(0.07 MB)
The Nominee Portfolio Agreement Form allows you to sign up to our Nominee Service which takes away the hassles and headaches of paperwork associated with the buying and selling of shares.
Download
Stockbroking and Dealing with Advice Terms of Business
(0.28 MB)
Stockbroking and Dealing with Advice Terms of Business
Download
Portfolio Authorisation Form
(0.06 MB)
This form enables you, as our client, to agree to be bound by instructions given in your name by another, named individual.
Download
Complaints Handling Procedure
(0.06 MB)
Details of our complaints procedure.
Download
Complex Instruments Appropriateness Assessment
(0.13 MB)
This form is for those dealing with complex instruments including warrants and other derivatives.
Download
Probate Valuation Form
(0.07 MB)
Form for our probate valuation service.
Download
Probate: Winding Up a Redmayne Bentley Portfolio
(0.11 MB)
To administer a Redmayne Bentley portfolio for the purpose of winding up an estate.
Download
CREST Transfer Form
(0.06 MB)
Used only for a transfer of a certificated unit of a security to a CREST member to be held by a CREST member in uncertificated form.
Download
How to Complete: CREST Transfer Form
(0.18 MB)
A guide to completing your CREST Transfer Form
Download
Stock Transfer Form
(0.03 MB)
Use the Stock Transfer Form to transfer stocks, shares or other securities.
Download
How to Complete: Stock Transfer Form
(0.17 MB)
A guide to completing your Stock Transfer Form
Download
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Website © Redmayne Bentley 2024
Redmayne Bentley LLP is a Limited Liability Partnership. Registered in England and Wales. Registered No: OC344361
Registered Office: 3 Wellington Place, Leeds LS1 4AP. VAT No: GB 165 8810 81. LEI: 213800S3IRIPK1R3JQ58
Members of the London Stock Exchange. Authorised and Regulated by the Financial Conduct Authority.