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Inheritance Tax Portfolio Service

Helping to preserve your wealth for future generations.  

  • Reduce or potentially eliminate Inheritance Tax (IHT).
  • After just two years qualifying investments are exempt from IHT.
  • Potential for your portfolio to grow and pay dividends.
  • You retain full ownership of your investment.
  • £150,000 minimum investment.

Contact us today to find out if our Inheritance Tax Portfolio service is right for you.   

020 7149 6437

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Inheritance Tax Portfolio Service

How does it work?

Our Inheritance Tax Portfolio service helps you pass on more of your wealth by investing in Business Relief qualifying companies quoted on the Alternative Investment Market (AIM). Business Relief qualifying assets that are held for a minimum of two years are exempt from Inheritance Tax (providing they are still held at the time of death).

Is this right for you?

We require clients to seek financial advice, regarding their Inheritance Tax liability, before opening an AIM portfolio with Charles Stanley. Your financial adviser should have recommended that an AIM Business Relief service is appropriate and suggested an amount to invest. If you have not received financial advice, then one of Charles Stanley’s advisers would be happy to contact you or we may be able to recommend an external financial adviser, who we work with, in your local area.

A flexible solution

You retain full ownership of your investments and any income derived from them. You can also sell your assets at any time (assets sold may no longer be exempt from IHT).

Reap the benefits quickly

Investments held in qualifying assets are exempt from Inheritance Tax in just two years – much quicker than a trust or gift.

Potential for growth

Many companies quoted on the Alternative Investment Market have emerged to become leaders in their field. This offers the potential for your portfolio to grow and pay dividends. However it should be noted that they are higher risk investments.

Accessible wherever, whenever

With our online client portal, you can enjoy 24/7 access to view your investments, deposit funds into your account and message us in a secure environment.

Charles Stanley

You can also hold AIM shares in your ISA

AIM shares that are held in your ISA are free from Capital Gains Tax, Income Tax and Inheritance Tax (if held for at least two years) – this makes AIM one of the most tax-advantageous markets. Learn more about our ISAs.

Charles Stanley

Heritage and independence.

When you invest with Charles Stanley, you can feel confident that your investments are backed by more than 200 years’ proven experience. We are independently owned so our interests lie with you, not others. And with over 20 offices across the UK, you can take advantage of a local presence, wherever you might be based.

Your local office

Your local Charles Stanley office can help advise you on a wide range of investment management services.

Select an office