Protecting your wealth

Inheritance Tax IHT Portfolio Service

We have offices in London, Winchester, York, Bristol and Bury St Edmunds. Our wealth planning team can help create a tailored plan today.

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

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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
  • Trusts
  • 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.

Contact us today

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.

Any questions, get in touch

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. 

Why JM Finn
  1. A dedicated relationship manager
  2. A personalised service
  3. Tailored to your individual requirements
  4. 24/7 access to your portfolios
  5. Face to face communications

About JM Finn

Why JM Finn

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