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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 led 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. >>

By investing in the Collins Stewart Inheritance Tax Portfolio your assets can be exempt once held for two years whilst retaining all the benefits of full ownership. This compares to seven years when making a potentially exempt transfer and relinquishing the assets.

Collins Stewart follows a strict and prudent stock selection process. A typical portfolio will hold a minimum of 15 companies spread across a variety of sectors enabling the Manager to maintain an intimate knowledge of the portfolio whilst reducing stock specific risk. Generally the stocks are chosen on a conservative basis for their medium to long-term potential.

 

The Advantages of the Inheritance Tax Portfolio Service:

• The ability to pass more of your accumulated wealth on to your beneficiaries by reducing the amount of Inheritance Tax payable.
• The comparative simplicity compared to other Inheritance Tax saving schemes providing one of the quickest ways of moving assets outside your estate for Inheritance Tax purposes.
• The ability to retain full control and realise the portfolio at any time if circumstances change.
• The avoidance of costly and complicated trusts and insurance based solutions.
• The potential to generate capital from the most successful growth market in the world and the market of choice for small growing companies.

 

The Disadvantages of the Inheritance Tax Portfolio Service:

• Although the objective will be to grow capital this cannot be guaranteed and investors may not get back the full amount invested.
• By their nature AIM stocks tend to have a more volatile share price and may be vulnerable to greater capital losses.
• AIM shares tend to be relatively illiquid and therefore may be difficult to deal in.
• Inheritance Tax is a complex issue and the current rules may change in the future.
• Due to its objective the portfolio is likely to be fully invested at all times and would
  be exposed to a stock market fall.

 

For further details please click on the information below:

Inheritance Tax Portfolio Service Brochure
Quarterly Fact Sheet
Example of Companies

Alternatively Contact us direct:

Sean O'Flanagan
+44 (0) 20 7523 4509
soflanagan@collinsstewart.com

Paul Parker
+44 (0) 20 7523 4534
pparker@collinsstewart.com

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