Inheritance tax (AIM) portfolio service

Quick

Investments made through the IHT portfolio service seek to benefit from Business Property Relief rules and are therefore exempt from inheritance tax once they have been held for two years. In the meantime clients would benefit from any income and capital growth of the underlying investments.

Simple

Your client would have their own individual portfolio invested in a range of qualifying AIM and ISDX companies selected by the Schroder UK Dynamic Team. Unlike gifting or transfers there is no need to wait for seven years before IHT relief can be obtained.

Flexible

Clients have access to their capital and income at all times, so if circumstances change, clients can make additional contributions or withdraw money with ease. In addition, following changes in the summer of 2013 we are now able to offer this service for ISAs. We are happy to provide the IHT portfolio service within an ISA wrapper. We would be delighted to talk to you in more detail about this service.

For more information, please contact John Hanna on john.hanna@cazenovecapital.com or +44 (0)20 7658 1118.

The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.

Contact Cazenove Capital

To discuss your DFM requirements, or to find out more about our services and how we can help you, please contact:

Nick Georgiadis

Nick Georgiadis

Head of DFM Team nick.georgiadis@cazenovecapital.com
Simon Cooper

Simon Cooper

Business Development Director simon.cooper@cazenovecapital.com