Inheritance Tax Planning

Most inheritance tax planning takes effect between 0 and 7 years from implementation. We offer several forms of  trusts used to effect this type of planning. We also have a protected IHT plan that allows protection of the estate after 2 years.  Here are some of the solutions for IHT planning. Please call to discuss your own personal circumstances.

1. Specialist Trusts
2. Protected EIS 
3. AIM Portfolio

Specialist Trusts

There are a variety of trusts that will allow you to remove part or all of your assets from your estate but still retain some control over them. This type of planning is particularly effective when there is also a need to obtain tax free income from those assets to fund living expenses.

Protected EIS 

A protected EIS scheme will allow the removal of assets from the estate, within 2 years, whilst at the same time providing a guaranteed income

AIM Portfolio

There are some big companies now quoted on AIM. A carefully selected AIM portfolio will be outside the estate for Inheritance Tax purposes within 2 years.  We offer two solutions in this area. Both provide an income however one is capital protected and the other is not Capital Protected.