Inheritance tax (IHT) is becoming an increasing problem for many individuals across the UK; it is no longer a tax for just the rich. One of the solutions we offer to mitigate your potential inheritance tax liability is a straightforward IHT portfolio service.
Quick
Investments made through the IHT portfolio service seek to benefit from Business Properly Relief rules and are therefore exempt from inheritance tax once they have been held for two years. In the meantime you would benefit from any income and capital growth of the underlying investments.
Simple
You have your own individual portfolio invested in a range of qualifying AIM and Plus Markets companies selected by our smaller companies investment specialist, Paul Marriage, winner of the UK Smaller Companies category at the Investment Week Fund Manager of the Year Awards 2012.
Unlike gifting or transfers there is no need to wait for seven years before IHT relief can be obtained nor is there any need to create a complicated legal or expensive trust structure.
Flexible
You have access to your capital and income at all times, so should your circumstances change, additional contributions can be made or money withdrawn with ease.
For more information, please contact John Hanna on john.hanna@cazenovecapital.com or +44 (0)20 3479 0118.
