The effect of taxation can be one of the biggest threats to wealth.

With a Head Office in London and offshore services from our office in the Isle of Man. SFIM manages funds for private clients and charities in the UK and internationally.

The surge in house prices in recent years has meant that an increasing number of individuals might now be liable for Inheritance Tax. Our objective is to preserve wealth for individuals and families.

What We Offer

We provide a discretionary managed service that uses existing Government legislation, known as Business Property Relief (BPR), to reduce Inheritance Tax liability. Provided the assets are held for a minimum of 2 years they will not form part of an individual's estates for IHT purposes. A bespoke portfolio of qualifying shares is created and managed by our investment team. Most of the investments are made by selecting companies quoted on the Alternative Investment Market. (AIM).

Portfolios can be created to produce income or capital growth.

In This Section

• Who will benefit?
  
• How the scheme works
  
• Where we invest?
  
• Past performance
  
• Charges