Inheritance Tax Planning: IHT Portfolio
When it comes to inheritance tax planning, our Inheritance Tax Portfolio Service has been designed to provide a means of potentially reducing a possible Inheritance Tax (IHT) liability. It will also enable you to retain full control and ability to access your portfolio at any time if your circumstances change.
This will involve an investment into a selection of smaller companies which may fall in value, therefore there is no guarantee that it will increase the inheritance even with the tax savings
How Does The Inheritance Tax Portfolio Service Work?
A liability to inheritance tax can be reduced through investment in a diversified portfolio of companies which qualify for Business Property Relief. Provided these assets are held for at least 2 years, they previously became wholly exempt from inheritance tax. Following the October 2024 budget, these investments from April 2026 will now only attract a 50% relief from IHT.
Most Alternative Investments (AIM) listed shares qualify for Business Property Relief. Investing in a portfolio of AIM listed shares (securities) can mitigate Inheritance Tax, whilst still allowing access to capital if needed.
How we manage this for you
The portfolio is managed on a discretionary basis and the investment decisions will be made by one of our experiencedinvestment experts.
We believe that a commitment to a portfolio such as this is an important investment decision and should not be entered into without fully understanding the risks involved.
For this reason, we do not accept contributions without first discussing your inheritance tax planning requirements. Our team is always 100% transparent about the potential risks and rewards of each investment opportunity.
Please note, listed shares on the AIM (alternative investment market) incur a higher level of investment risk and therefore the IHT portfolio will require a greater appetite for risk.
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Current tax rules may be subject to change in the future and can depend on the individual circumstances of each client
Book a free consultation
Please fill in your details to book an initial consultation with one of our investment experts.
How it works:
We offer a free no obligation consultation where we can discuss what investment options are open to you and explain how we can help you with your financial future.
- One of our investment managers will be in touch over the phone or via email.
- We will answer any questions you have about investing and explain the benefits of our service at Hedley & Co.
Once you have submitted the form with your details we will be in touch to arrange your free consultation.
Book your free consultation now
It's important to know that with any investments or income raised from them can fall, therefore you may get back less than what you originally invested.
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Hedley & Co are authorised and regulated by the Financial Conduct Authority number: 471207
Hedley & Co Stockbrokers and Wealth Managers is a trading name of Hedley and Company Stockbrokers Limited.
A member of the London Stock Exchange
Registered in England & Wales number 06355300 at: 19 Trident Park, Blackburn, BB1 3NU.
VAT N°: 741117368