How to protect your client's estate from IHT in just 2 years

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Do you have clients who may be worried about the potential size of their Inheritance Tax (IHT) liability?

As they get older, the future costs of care may become a concern for your clients. That's why it's often essential to help ensure they have access to their money as their personal circumstances change.

Mitigating the IHT liability on their estate doesn't mean they have to compromise on having access to their funds. 

Our investment options qualify for Business Relief (BR), which means they can become IHT relievable in just two years.

Plus, investing in shares of BR-qualifying companies allows your clients to retain full control of their finances.

Download case study

Here's a common client scenario where an older client is preparing for the future and the value of his home has contributed to an IHT liability.

Download the case study to learn how to protect your client's estate from IHT in just two years.

If you have any questions about the case study or would like to get in touch, please feel free to contact the team.

We have a highly qualified team of regional BDMs who would be delighted to sit with you at your offices and work through different client scenarios to help your clients achieve their best outcomes.

Don’t invest unless you’re prepared to lose all the money you invest. This is a high risk investment and you are unlikely to be protected if something goes wrong. Take 2 mins to learn more

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