Our discretionary services can help you mitigate Inheritance Tax (IHT), without missing out on the market. We focus on capital preservation and tax efficiency, while targeting returns through highly diversified portfolios.
IHT can create problems. Its mitigation can create possibilities. Working in partnership with Alternative Investment Market (AIM) small company investment specialists Chelverton Asset Management, the service brings the opportunity to invest in qualifying AIM-listed businesses. This creates the potential for returns alongside IHT exemption.