If you are concerned about the potential impact of IHT on your estate, our IHT Portfolio Service is designed to help limit the effect of IHT, importantly without losing access to, or ownership of, your capital.
Our IHT Portfolio Service aims to take advantage of Business Property Relief (BPR) on qualifying shares. By creating a portfolio of qualifying Alternative Investment Market (AIM) shares, you have the potential to gain 100% protection against IHT when the investments are held for 2 or more years.
Investors In People (IIP)Gender Pay Gap Report