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Free factsheet: Investments that protect your wealth from inheritance tax

As much as £5.5 trillion of personal wealth is predicted to be bequeathed between family members over the next 30 years. HMRC will apply 40% inheritance tax (IHT) on estates worth over a certain value. 

Which investments could help you protect your wealth from IHT? Get this concise factsheet to find out... 

As much as £5.5 trillion of personal wealth is predicted to be bequeathed between family members over the next 30 years. HMRC will apply 40% inheritance tax (IHT) on estates worth over a certain value. 

Is your estate likely to be affected? How might an experienced investor mitigate some of that tax (while supporting some promising UK businesses)? 

Fill in your details to download this free factsheet

This factsheet concisely explains investing in assets that qualify for Business Property Relief (BPR) – the benefits and risks, and how it could help protect your estate from IHT after only two years. 

Discover the answers to these questions and more:

  • Who might consider investing in BPR-qualifying businesses? 
  • How do BPR investments compare to other forms of estate planning?
  • What are BPR portfolios and investment services?

Why not download your free factsheet now?

Please note: tax rules change and tax benefits depend on circumstances. BPR-qualifying companies are smaller and higher risk. These investments are only for experienced investors whose estates might be affected by inheritance tax. You should not invest money you cannot afford to lose. They are illiquid and capital is at risk. This free factsheet is not advice nor a personal recommendation; it simply explains the main facts, so you can decide for yourself.

By Ruth Richards Head of Product Development

Ruth spent 18 years at Hargreaves Lansdown, 15 as Head of Retirement. She developed annuity and drawdown services and helped the firm take advantage of sweeping pension changes in 2015. Ruth holds the Diploma in Regulated Financial Planning and a First Class Honours degree in German and Russian from the University of Nottingham.

Free factsheet: Investments that protect your wealth from inheritance tax

As much as £5.5 trillion of personal wealth is predicted to be bequeathed between family members over the next 30 years. HMRC will apply 40% inheritance tax (IHT) on estates worth over a certain value. 

Is your estate likely to be affected? How might an experienced investor mitigate some of that tax (while supporting some promising UK businesses)? 

Fill in your details to download this free factsheet

This factsheet concisely explains investing in assets that qualify for Business Property Relief (BPR) – the benefits and risks, and how it could help protect your estate from IHT after only two years. 

Discover the answers to these questions and more:

  • Who might consider investing in BPR-qualifying businesses? 
  • How do BPR investments compare to other forms of estate planning?
  • What are BPR portfolios and investment services?

Why not download your free factsheet now?

Please note: tax rules change and tax benefits depend on circumstances. BPR-qualifying companies are smaller and higher risk. These investments are only for experienced investors whose estates might be affected by inheritance tax. You should not invest money you cannot afford to lose. They are illiquid and capital is at risk. This free factsheet is not advice nor a personal recommendation; it simply explains the main facts, so you can decide for yourself.

By Ruth Richards Head of Product Development

Ruth spent 18 years at Hargreaves Lansdown, 15 as Head of Retirement. She developed annuity and drawdown services and helped the firm take advantage of sweeping pension changes in 2015. Ruth holds the Diploma in Regulated Financial Planning and a First Class Honours degree in German and Russian from the University of Nottingham.