Concerned about Inheritance Tax

Unfortunately, upon your death HMRC will tax your heirs at a current rate of 40% on all your private assets above the prevailing Inheritance Tax Nil Rate Band. Fortunately there are several trust arrangements that can reduce or avoid this family tax.

You understand that the underlying investment selections within your trust fund will have a major bearing on the value of your family's inheritance.

The Estate Capital investment portfolios would be an ideal home for your trust fund. The portfolio would offer a risk related spread of assets across several leading investment fund managers.

We can provide you with investment advice and guidance on

  • Will Trust Funds
  • Loan Trusts
  • Gift and Loan Trusts
  • Discounted Gift Trusts
  • Whole Of Life Assurance
  • Estate Preservation Bonds
  • AIM Portfolios
  • Trade Company Funds
  • Property Wealth Management Accounts
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