Inheritance Tax Portfolios can help reduce or even eliminate inheritance tax, allowing you to pass on more of your wealth to friends & family. Investing in assets that qualify for Business Property Relief (BR) is a key way to help protect your wealth from inheritance tax and benefit from tax-free growth and Income, whilst retaining ownership of your investment. IHT exemption status is granted after holding the relevant asset for two years.
BPR was originally introduced and created to allow businesses to be passed down to the next generation without facing a large inheritance tax bill. Over the last few decades, BPR has been used as an expansion of the same basis to provide a tax relief that encourages investors to invest in real businesses, whether or not they run the businesses themselves. These can be either unlisted or listed on the AIM markets.
By Investing in BPR-qualifying companies you can benefit from up to 100% IHT relief
Investments are exempt from IHT after being held for 2 years
Buying shares in IHT Portfolios is relatively simple
IHT portfolios allow individuals to access their investments and make withdrawals
There is the potential for your investment to grow a pay dividends
Managed by expert teams
We have a range of investment opportunities on the platform to help you build a diversified portfolio
Further information on IHT can be found on the HMRC website, and on Business Property Relief by clicking here
Please note that IHT products are generally higher risk investments and are not suitable for everyone. If you have any questions about IHT planning, we recommend that you consult a qualified Financial Adviser.
GrowthInvest is a trading name of EIS Platforms Limited. EIS Platforms Limited (FRN: 694945) is an appointed representative of Sapphire Capital Partners LLP (FRN:565716) which is authorised and regulated by the Financial Conduct Authority in the UK.
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