IHT Tax Benefits

Back to Tax Efficient Investments

Reduce Tax



Reduce Tax

By Investing in BPR-qualifying companies you can benefit from up to 100% IHT relief

Description:

By Investing in BPR-qualifying companies you can benefit from up to 100% IHT relief.

Time to Qualify


Time to Qualify

Investments are exempt from IHT after being held for 2 years

Description:

Investments made into IHT portfolio services are exempt from inheritance tax after being held for 2 years.

Simple & Straightforward


Simple & Straightforward

Buying shares in IHT Portfolios is relatively simple

Description:

Buying shares in IHT Portfolios is relatively simple compared to other investments such as setting up a trust.

Liquidity


Liquidity

IHT portfolios allow individuals to access their investments and make withdrawals.

Description:

Unlike other tax efficient investments, IHT portfolios allow individuals to access their investments and make withdrawals if needed. However the amount withdrawn will no longer be exempt of IHT.

Growth


Growth

There is the potential for your investment to grow a pay dividends

Description:

Although it is not guaranteed, as an investor there is the potential for your investment to grow a pay dividends.

Expertise & Experience


Expertise & Experience

Managed by expert teams

Description:

IHT portfolios are usually managed by teams with vast expertise and knowledge, so choosing the right manager for you is essential.