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Help clients protect their ISAs from Inheritance Tax (IHT)

One downside to an ISA is that clients spend years investing and building up their ISA portfolio, only to realise later on, as they get older, that there’s an IHT liability. Although the ISA is benefiting from tax-free growth and income, they’re likely to lose 40% of the capital in IHT... How annoying!

Investments into Business Relief (BR) qualifying companies can be passed to beneficiaries free from inheritance tax after as little as just two years and if held at the time of death.

Take a look at our new Client Scenarios and learn how to pass on ISAs without IHT

To learn how to transfer an ISA portfolio and benefit from up to 100% relief from IHT, download the case studies below: 

Minimum investment £25,000

Target return of
3-5%

Choice of 4
portfolios

No Annual Management Charge (AMC) for life on all Adapt IHT portfolio applications received before 23rd December 2022

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

Capital at risk

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