How we can help
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.
Products and services
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 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.