Flexibility to find the appropriate solution is paramount when looking to deliver added value to your client. Whether looking to match your risk assessment tools, offer a vehicle for younger clients starting their investment journey or helping others mitigate a looming inheritance tax burden, JM Finn has a range of options to help you.
Protecting your wealth
Inheritance Tax IHT Portfolio Service
Specialised IHT Investment Service
IHT is payable on the value of an estate over and above any allowances and nil rate bands.
There are a variety of solutions to help investors mitigate the effects of inheritance tax on an estate, including Business Relief (BR), which our Inheritance Tax Portfolio Service looks to take advantage of.
Specialised IHT Investing
Protecting a client’s wealth is often a primary goal when it comes to wealth management and our inheritance tax portfolio can help individuals reduce their IHT liability:
- Invests in AIM stocks
- High risk, bespoke portfolios
- Requires financial advice
- Can help protect your legacy
You are looking for flexibility:
An advantage of our service is that you retain ownership of the assets so if circumstances change you can, subject to liquidity, sell your holdings.
You are looking for simplicity:
With an IHT portfolio service there is no need to set up a trust or engage with complex legal structures.
You are looking for speedy IHT solution:
Unlike other IHT mitigation schemes, you do not have to wait seven years for the tax relief to take effect.
What our clients say
Very satisfied with superb personal service and their ability to be able to efficiently manage my portfolio.
Specialised IHT Investment Expertise
I have watched the AIM market grow and develop since it’s launch in 1995. There are now some real growth opportunities that can be found with prudent stock selection.
Andrew Banks looks at the Alternative Investment Market on its 25th anniversary.
But with careful planning there are ways to limit your tax burden and pass on more of your wealth to your family, particularly now that the rules are changing. Persistent increases in the value of…