Inheritance tax portfolio service

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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 you would benefit from any income and capital growth of the underlying investments.


You have your 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.


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capital and income at all times, so should your circumstances change, additional contributions can be made or money withdrawn with ease. In addition, following changes in the summer of 2013 we are now able to offer this service for ISAs.

For more information, please contact John Hanna on 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.