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Inheritance Tax Portfolio Service

Helping to preserve your client’s wealth for future generations.

  • Reduce or potentially eliminate Inheritance Tax (IHT).
  • After just two years qualifying investments are exempt from IHT.
  • Potential for your client’s portfolio to grow and pay dividends.
  • Your client retains full ownership of their investment.
  • £100,000 minimum investment.

    MICAP Reviewed:

The Charles Stanley IHT Portfolio Service has been reviewed by the independent Alternative Investment Research vehicle, MICAP.  For FREE access to the review and all other data and documents available on our IHT offering, please log in or register below.

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


020 7149 6416

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Inheritance Tax portfolio service

How does it work?

Our Inheritance Tax Portfolio Service helps your clients to pass on more of their wealth by investing in Business Relief qualifying companies quoted on the Alternative Investment Market (AIM).  Business Relief qualifying companies 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?

As a financial adviser, you will be aware of the importance of tax and estate planning.  With the increase in property prices over recent years, more and more of your clients will have found that the value of their estate is higher than the IHT nil rate band.  If your client is comfortable taking a higher degree of risk, this service may be right for them. 

A flexible solution

Your client retains full ownership of their investments and any income derived from them. Assets can also be sold at any time subject to liquidity (assets sold may no longer be exempt from IHT)

Reap the benefits quickly

Investments held in qualifying assets are exempt from IHT 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 client’s portfolio to grow and pay dividends.

Accessible wherever, whenever

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

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Your client can also hold AIM shares in their ISA

AIM shares that are held in an 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.

Get in touch

We're always happy to help

Charles Stanley & Co. Limited
55 Bishopsgate
London, EC2N 3AS

020 7739 8200

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