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Inheritance Tax Portfolio Service

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Mitigate the impact of inheritance tax on your assets

Qualifying investments provide 100% IHT relief when held for two or more years.
Qualifying investments provide 100% IHT relief when held for two or more years.
Assets will remain in your own name, so you can keep control, unlike a trust.
Assets will remain in your own name, so you can keep control, unlike a trust.
Direct access to your investment manager.
Direct access to your investment manager.

Inheritance Tax (IHT) Portfolio Service

Our award-winning* Inheritance Tax Portfolio Service has the potential to offer you 100% protection against Inheritance tax (IHT) when assets are held for a minimum of two years. This could save your beneficiaries 40% of the value of the portfolio at the time of your death, without any complex and costly legal arrangements.
 
*Redmayne Bentley named 'Best Wealth Manager for Tax Services' at the Investors' Chronicle Celebration of Investment Awards 2023.

Pass on more wealth free of IHT.
Inheritance Tax (IHT) Portfolio Service
In addition to protecting assets from IHT, this service's objective is to grow clients' capital over the long term within the Adventurous risk mandate associated with investing in AIM companies.

It is also possible to utilise your ISA allowance for your IHT planning. This enables you to potentially avoid capital gains tax during your lifetime and for your spouse or civil partner to utilise your ISA value as an Additional Permitted Subscription after your death.
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How much does it cost?
 

An investment management fee of 1% + VAT (subject to a minimum of £250 + VAT) per annum is calculated as a percentage of the portfolio's total value. Payment collected in arrears via four quarterly instalments. Any additional fee arranged with an external adviser will be as detailed on the agreement form. 

Standard commissions and charges on dealing. Please read our Inheritance Tax Service: Schedule of Charges and Ancillary Charges at www.redmayne.co.uk/charges for more details. 

Please note that the minimum initial investment for the IHT Portfolio Service is £50,000. For further information, please call us on 01689 882 118 or contact your local Redmayne Bentley office.

The IHT Portfolio Service should be seen as a high-risk, long-term investment. It should be noted that generally, there is less trading in AIM stocks meaning they are typically less liquid than their main market peers and, as such, share prices can be more volatile.

This service provides discretionary investment management services to manage assets in an IHT portfolio rather than advice on mitigating an Inheritance Tax liability.
 
If you require Inheritance tax planning advice Redmayne Bentley offers this through our Financial Planning Service. Please contact your usual Redmayne Investment Manager or our Financial Planning team for more information. More details of this service can be found here.

Please note that tax treatment depends on the specific circumstances of each individual and may be subject to change in the future.
Call now on 01689 882 118 or search for your local office

A Full Range of Investment Management Services

Why not explore our full range of advisory and discretionary managed services:

Advisory Investment Management

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Discretionary Investment Management

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Managed Portfolio Service

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