A lifetime’s accumulated wealth will include assets such as a private property, savings and investments, perhaps also shares. Where assets are liquid a review of investment strategies can result in a considerable saving in Inheritance Tax (IHT). Get in touch with our financial investment advisors for professional advice today.
Certain investments are exempt from Inheritance Tax after a period of two years and can form a useful part of Estate Planning. In particular we are able to advise on the use of:
Alternative investment markets shares can be free of capital gains tax.
The assets can be utilised as exempt from IHT.
Investment portfolios designed to create excess income could be utilised – so long as they don’t adversely affect your standard of living.
The suitability of such investments will depend on your circumstances and objectives. Our experienced advisers are able to guide you through the options and formulate an appropriate strategy.
Further information about Pensions & Retirement: