Sheltering Tax - Sheltering Inheritance Tax

With tax currently charged at 40% on estates worth more than £325,000*, rises in property values have brought even those with relatively modest homes into the inheritance tax (IHT) net.

The minimisation of inheritance tax is therefore an important part of tax planning for individuals and their families.

We offer various solutions to clients who wish to shelter IHT:

• AIM Portfolio Service
• Enterprise Investment Scheme (EIS)

* Nil rate band for the 2010/11 tax year.