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Inheritance Tax Portfolio Service

Investment Services

Inheritance Tax Portfolio Service

The Inheritance Tax Portfolio Service consists of an investment portfolio, personal to you and managed by us on a discretionary basis.

MADE FOR YOU

Charles Stanley's Inheritance Tax Portfolio Service invests in portfolios made up of qualifying stocks quoted primarily on the Alternative Investment Market (AIM). It should be noted that investments in unquoted companies involve a higher degree of risk. We seek to reduce the risk through diversification, but a portfolio of this type will not be suitable for all investors.

SAFEGUARDING YOUR ASSETS

This is something we all have to consider – and the greater the assets, the bigger the potential problem for your beneficiaries. With rises in property prices over recent years, more of us than ever are falling within the Inheritance Tax (IHT) band. A rate of 40% Inheritance Tax will be payable on assets above the nil rate band which has been frozen at £325,000 until 2017-21.

Once you and your Charles Stanley Investment Manager have established your personal investment strategy, your Investment Manager can call on the support of our highly qualified Asset Management team.

Conscious that investing in smaller companies involves a higher degree of risk, our primary objective is to safeguard your capital by carefully selecting companies and then to diversify the risk through a minimum of 15 different companies from a variety of sectors. Secondary objectives are to achieve capital growth and to generate a dividend yield that will at least cover the annual management fees for the portfolio. 

HOW IT WORKS

The Charles Stanley Inheritance Tax Portfolio Service is a discretionary managed portfolio, personal to you and invested in shares quoted primarily on the Alternative Investment Market (AIM). 

Following a change in legislation you can purchase Alternative Investment Market (AIM) shares via your ISA which will be free from Capital Gains Tax, Income tax and Inheritance Tax making AIM one of the most tax advantageous markets in the world.

There are many ways of reducing your taxable Estate. However, some of these can be expensive, complicated, and result in you losing the benefits of the assets. The IHT Portfolio Service is cost effective, relatively simple, and allows you to retain full ownership of the investments and the income derived from them.

Charles Stanley's Inheritance Tax Portfolio Service invests in portfolios made up of qualifying stocks quoted primarily on the Alternative Investment Market (AIM). It should be noted that investments in unquoted companies involve a higher degree of risk. We seek to reduce the risk through diversification, but a portfolio of this type will not be suitable for all investors.

Download our IHT Factsheets for more information

Download brochure

Further details of our Inheritance Tax Portfolio service

Download Private Client BrochureDownload Inheritance Tax Portfolio Service Insert

020 7149 6522

CONTACT THE IHT TEAM

Speak directly to a member of the Inheritance Tax Portfolio team:

Contact the Team

LONDON OFFICE

Inheritance Tax Portfolio services are administered in London

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