Our specialist IHT planning solution provides your clients with a portfolio of AIM-listed shares that can qualify for business relief.
Your clients’ portfolios will be managed by a dedicated team with specialist expertise and a strong track record.
Your client’s portfolio will be constructed with between 20 and 25 AIM shares, which are diversified across a range of industry sectors to spread risk.
Although our portfolios are highly correlated, each client's portfolio is bespoke, meaning we can help manage their capital gains if required.
We can use your clients’ ISAs allowances so that any growth is free from capital gains tax and income tax on dividends.
We use a specialist firm to independently review the qualifying status for business relief on all investments.
A cost-effective solution with annual fees of 1.25% +VAT and a minimum investment of £100,000.
We’ve designed this specialist investment service for you to use when advising your clients about estate planning. These portfolios come with a range of benefits:
Inheritance Tax (IHT) Portfolio service should be regarded as higher risk.
We provide you with a robust solution, monitoring and adjusting your client's investments so you will be able to focus on what you do best - managing your client's long-term financial plan.
Our investments have done very well with Charles Stanley. We have found them to be consistently reliable and easy to deal with.
Investment Management client
Private client survey 2022
Our Investment Manager and his team provide an exceptionally good service and are excellent at explaining options and making everything simple.
Investment Management Client
2021 Private client survey
Charles Stanley offer a fantastic and brilliant service. Very informative and timely communications with great telephone contact. Very very happy with the service I receive at Charles Stanley. Fantastic!
Investment Managment client
2020 Private client survey
See our latest quarterly factsheet, ARC statistics and brochure.
Our IHT Portfolio Service has been reviewed by the independent Alternative Investment Research vehicle (MICAP).
Get free access to the review and all other data and documents available on our IHT offering.
Get in touch with your local Intermediary Sales team to discuss our wide range of service and how we can work with you and your clients.
0207 739 8200 (Open Mon-Fri, 9am-5pm)