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 reducing a potential 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.

inheritance tax planning with Hedley & Co
investment management in Preston

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 become exempt from inheritance tax.

Most Alternative Investments (AIM) listed shares qualify for Business Property Relief. Investing in a portfolio of AIM listed shares (securities) can quickly mitigate Inheritance Tax, whilst still allowing access to capital if needed.
inheritance tax planning portfolio - Hedley & Co

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 experienced investment 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. It is one of the many reasons our clients trust us with their financial goals.
Please note, listed shares on the AIM (alternative investment market) often incur a high level of investment risk and therefore the IHT portfolio will require a greater appetite for risk.
But with great risk often comes great reward! And the team of Wealth Managers at Hedley & Co will be on hand every step of the way to keep you updated on every investment. If you would like to find out more about our inheritance tax planning, please don't hesitate to get in touch.

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

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Our Lancashire Offices

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 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