Inheritance Tax Planning

In these days of complex legal structures, legislation and attacks on our personal assets from invasive taxes, what about a solution to inheritance tax planning that eradicates all of the previous problems?

I am talking about a low risk inheritance tax solution that has been designed to give clients access to their money, with the ability to add and withdraw funds, as well as provide them with a net return of 3% per annum (after deducting the initial charge and the dealing fee). This is equivalent to 5% per annum for a higher rate tax payer.

In addition, instead of waiting for the usual seven years, your investments become exempt from inheritance tax after just two years.

This is an investment opportunity that offers attractive inheritance tax advantages, while targeting investments that deliver a more predictable return and capital preservation.

In summary, there are three key advantages:

  1. LOWER RISK – The fund will be investing in companies that we believe to qualify under the rules relating to business property relief. These investments will all offer a higher degree of capital preservation. The companies in which the fund invests would seek to reduce any potential risk through the use of credit insurance or by deal structure.
  2. SPEED – Unlike most other inheritance tax solutions, which take seven years before they’re fully exempt from inheritance tax, these are exempt from inheritance tax after just two years.
  3. CONTROL – There aren’t any complicated and expensive legal or trust structures.
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Please note when reading any information on this website: past performance is no guide to future performance. The value of an investment may go down as well as up and an investor may not get back the full amount invested. Before investing, please ensure that you have read the information set out in the simplified prospectus, which includes full details of the charges. Any material available is directed only at persons in the UK and is not an offer or invitation to buy or sell securities. Opinions expressed on this website represent the views of Stephen Baker Financial Consultants Ltd at the time of publication, are subject to change, and should not be interpreted as investment advice.

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