Charity Services >> Inheritance Tax Portfolio Service

Inheritance Tax Services

Inheritance tax portfolio service

Our inheritance tax portfolio service is a bespoke discretionary service designed to help reduce a potential inheritance tax (IHT) liability for UK residents while achieving equity related returns.

 

  • The IHT liability can be reduced by investing in a diversified portfolio of established companies selected from the London Stock Exchange’s Alternative Investment Market (AIM). Our service is lead by a specialist investment manager with a proven track record of generating returns from investment in AIM companies.


To find out more please speak to your financial adviser or download our brochure. >>

 

 

 

 

Download Brochure

Download IHT Services Brochure