The Tavistock Brokers Inheritance Tax Portfolio provides an award winning approach to sheltering part of your estate from Inheritance Tax (IHT), with the potential for capital growth.
This service incorporates:
- Discretionary Management of your portfolio
- Bespoke, tailored individual portfolio of business property relief qualifying AIM-listed shares
- Fast, uncomplicated IHT mitigating solution, with capital growth potential
- Access to Capital and Income without affecting IHT integrity
- ISA qualifying – tax free income and growth
- Clearly identified investment philosophy
- Competitive charging structure
- Direct offering or via a financial adviser