Share Prices & Company Research

Inheritance Tax Portfolio Service

A managed discretionary service that might be right for you if you are looking to mitigate inheritance tax, but concerned you will lose control of your assets.

Call now on 0800 181 322 or search for your local office

Mitigate the impact of inheritance tax on your assets

Qualifying investments provide 100% IHT relief when held for 2 or more years.
Qualifying investments provide 100% IHT relief when held for 2 or more years.
Assets will remain in your own name, so you can keep control, unlike a trust.
Assets will remain in your own name, so you can keep control, unlike a trust.
Direct access to your investment manager.
Direct access to your investment manager.

Inheritance Tax (IHT) Portfolio Service

A portfolio of qualifying AIM shares has the potential to offer you 100 per cent protection against IHT when held for 2 or more years. This could save your beneficiaries 40 per cent of the value of the portfolio at the time of your death, without any complex and costly legal arrangements.

Capital Preservation and Wealth
Inheritance Tax (IHT) Portfolio Service
The overriding objective of this service is capital preservation and growth over the long term, within a high-risk mandate associated with AIM stocks. The IHT Portfolio Service may be managed as a separate portfolio within a broader and more comprehensive investment management service solution.

It is also possible to utilise your ISA allowance for your IHT planning. This enables you to potentially avoid capital gains tax during your lifetime.
Contact Us

How much does it cost?
 

An investment management fee of 0.85 per cent plus VAT is chargeable annually in advance based on the market value of the total portfolio including cash. Any additional fee arranged by you with an external adviser will be as detailed on your agreement form. Transaction and administration charges are payable in accordance with our Terms and Conditions and our Guide to Services and Charges.

Please note that the minimum initial investment for the IHT Portfolio Service is £100,000. For further information, please call us on 0800 181 322 or contact your local Redmayne Bentley office.

The IHT Portfolio Service should be seen as a high-risk, long-term investment. It should be noted that generally, there is less trading in AIM stocks meaning they are typically less liquid than their main market peers and, as such, share prices can be more volatile. Please note that tax treatment depends on the specific circumstances of each individual and may be subject to change in the future.
Call now on 0800 181 322 or search for your local office

A Full Range of Investment Management Services

Why not explore our full range of advisory and discretionary managed services:

Discretionary Managed Service

Learn more

Advisory Managed Service

Learn more
Get in touch today
Join Redmayne Bentley
Talk to us now about opening a new account or transferring your account from another provider
0113 243 6941
Get in touch today
Contact your local office
Contact your local office to find out more
We use cookies on this site to improve your experience and help us provide you with a better website. An explanation of the cookies we use and their purpose can be found within our Cookie Policy. Your continued use of this site means you consent to the use of cookies.