Articles

Articles tagged with: IHT

Coronavirus – an update from Octopus AIM Inheritance Tax Service

6 April 2020

The most important point to make is that it is business as usual for us, and the management of the portfolios continues, albeit rather more remotely. We miss the face-to-face meetings that we usually have with ...

Today: the birthday of IHT-free ISAs

5 August 2019

Six years ago today a seemingly minor ISA rule change created a solution to one of the most vexing problems wealthy ISA investors face. That problem is: how do you prevent your ISA being clobbered by ...

Review: Unicorn AIM IHT & ISA Portfolio

28 February 2019

Investing in AIM is akin to visiting a large foreign city for the first time: you can have a great time, but only if you know where to go and, importantly, where to avoid.There are around ...

Review: Seneca Inheritance Tax Service

7 December 2018

Seneca Vintage is an IHT portfolio targeting a 4% annual return (not guaranteed). It seeks to achieve this by lending money short to medium term to businesses that have some form of asset-backing. HighlightsAsset-backed and secured ...

The IHT-beating investment most experienced investors overlook

13 October 2018

Are you concerned a sizeable chunk of your wealth might be eaten up by inheritance tax when you die?If so, you might like to watch this video.It gives you the main facts about a surprisingly simple ...

Inheritance tax receipts hit a new record high of £5.2 billion

1 August 2018

Yesterday HMRC released the latest statistics on inheritance tax. Revenue generated from inheritance tax last year has increased by £388 million compared to the previous year and reached a new high of £5.2 billion. This could ...

Review: Octopus AIM Inheritance Tax Service

28 February 2018

The longstanding Octopus AIM Inheritance Tax Service is available in or outside an ISA. It seeks to take advantage of Business Property Relief (BPR) whereby shares in certain AIM companies should be exempt from IHT after ...

Seven investment ideas for 2018

22 December 2017

It’s the issue many investors ponder during the festive break: what investments to make in the new year? You might be perfectly happy with your portfolio. But how about something a bit different? Below you'll find ...