Protecting your wealth

Inheritance Tax IHT Portfolio Service

Protecting your wealth

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.

Get in touch

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020 7600 1660

Specialist investing

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
Is this right for me?

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. 

More information

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.

What our clients say

Very satisfied with superb personal service and their ability to be able to efficiently manage my portfolio.

Client survey feedback

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

Senior Investment Manager

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