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

One of the strengths of our client service is our ability to create and manage portfolios that use all the benefits of statutory tax reliefs to mitigate capital gains, inheritance and income taxes. We are able to work closely with professional tax advisers to provide the most advantageous solution for our clients.

Services

• Inheritance Tax Relief Portfolio (IHT)
  Our IHT portfolio harnesses the growth available in smaller qualifying companies listed on the AIM whilst utilising inheritance tax reliefs granted by the Government.

 

AIM

AIM is a regulated market offering small businesses the opportunity to raise new funds for expansion and to create a market in their shares. It is a first stop for dynamic young companies with potential for substantial growth. The market was launched in 1995. It consists of 1681 Companies with a total market capitalisation of £88 billion*.

Family Investment Fund (FIF)

FIF allows clients to invest within a secure environment on a bespoke benchmark basis, and defer Capital Gains Tax payment until ultimate disposal of the assets.

* Source: London Stock Exchange, March 2008