Our easy to use resources are designed to help you open up a conversation with your clients about inheritance tax and show them the extent of the liability on their estate:
A guide to inheritance tax Designed for you, so you can walk your clients through their options.
Inheritance tax tools Online calculators that can help people make sense of their situation.
Find your local BDM Our Business Development Managers will support you, wherever you are.
We’re the UK’s largest manager of investments that qualify for Business Property Relief (BPR). Once BPR-qualifying shares have been owned for at least two years, they can be passed on free from inheritance tax upon the death of the shareholder.
Our flagship service has been helping investors pass on more of their wealth to their loved ones for nearly a decade.Find out more
Our Smaller Companies team invests in AIM-listed companies with the objective of achieving capital growth and inheritance tax relief.Find out more
Offering inheritance tax exemption as well as the tax benefits that you would expect from any ISA.Find out more
Online calculators that can help people make sense of their situation.Find out more
We want the money we invest to make a big difference to people’s lives. That’s why our investments include:
Our goal is to set the standard in supporting advisers with a range of materials to help your conversations with clients. Get in touch with your local Business Development Manager to see:
We also host regular estate planning workshops, webinars and other events. Find out more >>>
We're pleased to have won the ‘Best BPR Investment Manager’ award at the Growth Investor Awards 2016. These awards are organised by Intelligent Partnership, the UK’s leading provider of research and education in alternative investments.
Our products will place your clients’ capital at risk, so they could get back less than their original investment. Tax treatment depends on your clients’ personal circumstances and can change. Tax reliefs depend on the portfolio companies maintaining their qualifying status. Past performance is not a reliable indicator of future results. Before deciding to invest, your clients must understand all of the risks and read all product literature carefully.Nothing on this page constitutes investment, tax or legal advice. Estate planning investments may not be suitable for everyone so we recommend investors speak to a financial adviser. Any recommendation should be based on a holistic review of your client’s financial situation, objectives and needs.