Financial Advisors

Inheritance Tax (IHT) Portfolio Service

Inheritance Tax Portfolio Service

It is possible to mitigate the effects of Inheritance Tax via a number of solutions, one of which is an Inheritance Tax Portfolio Service which invests principally in companies listed on the Alternative Investment Market (AIM) to achieve Business Relief.

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Key features

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IHT mitigation a primary focus

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Simpler than setting up a trust

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Flexible should circumstances change

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A founding contributor to the ARC IHT Portfolio indices

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Long-standing investment process

More information

Investments qualifying for Business Relief (BR) have two key criteria: they must be trading companies, thus excluding investment companies and shell, or dormant, companies and they must be unquoted, which for the purposes of BR includes shares listed on AIM and the NEX Exchange Growth Market.

The service comprises an individually tailored portfolio of qualifying investments that, under current legislation, falls outside a taxable estate if held at death, and as long as they have been held for a minimum of two years.

The approach employed in purchasing AIM stocks is to buy at attractive valuations, with a specific focus on not overpaying for shares at any given time. To do this on a consistent basis we constantly review the market to ensure we have sufficient breadth of opportunities to invest in.