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
What is Inheritance Tax?
Inheritance Tax (IHT) is a tax on the estate of someone who has died, including their property, money, and possessions.
When is IHT applicable?
IHT is applicable on estates with a value over £325,000. Any assets over this IHT threshold are potentially liable to a 40% tax.
Get in touch
If you have any questions or would like to get in touch, submit a callback request below and we will contact you as soon as possible.
Call us on...020 7600 1660
How can JM Finn help?
There are a variety of solutions to help you mitigate the effects of IHT including:
- Gifts and Exemptions
- Charity Donations
- Life Insurance
- Business Relief (BR)
With offices in London, Winchester, Bristol, Bury St Edmunds and Leeds, our wealth planning team would welcome the opportunity to meet with you and your family to create a tailored plan today.
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.
- A dedicated relationship manager
- A personalised service
- Tailored to your individual requirements
- 24/7 access to your portfolios
- Face to face communications
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…