Inheritance Tax (IHT) Planning

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Are you afraid you have left Inheritance Tax Planning too late? Are you perhaps faced with an illness which means you have a reduced life expectancy and you are concerned about your exposure to IHT? Don’t rule out planning now – there are specialist IHT solutions that may assist you.

Some achieve IHT efficiency after two years by taking advantage of Business Property Relief whilst allowing you to retain control of the investment capital and with management charges only being taken if the annual target return is delivered.

Others involve investing in AIM stocks (with or without ISA investment) which achieve IHT efficiency after two years.

If you are interested in learning more – please do get in touch with Sue Stephens. We work with several local independent financial advisors who are able to offer such products.