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Inheritance Tax Portfolio Service
As clients’ assets develop progressively over time, pushing clients over the exempt threshold, skilled Inheritance Tax (IHT) planning becomes more important to the success of IHT mitigation.
A flexible way of mitigating IHT and maintaining access to capital is by holding assets which qualify for Business Property Relief. As long as these assets are held for at least two years then the value is not subject to Inheritance Tax.
Our skilled advisers will construct a portfolio of appropriate securities that will aim to achieve your personal investment goals and provide a legacy of which you can be proud.
Tax benefits may change from the current tax rules (2010/11), and will also depend on individual circumstances.
Read more about the Inheritance Tax Portfolio Service