Free guide: How to beat the inheritance tax trap

It’s the most hated tax of all. How can you beat it? How can you pass on more to your loved ones? Download your free guide and discover:
  • The basic rules of how inheritance tax works and who might be affected
  • Which simple but costly mistake more than half UK adults make
  • How to potentially spare your estate from IHT without giving anything away
  • How you could pass on your ISA IHT free

Simply complete your details to download this free guide

In 2017/18 a record £5.2 billion was raised in IHT. Will your estate be affected? Download your free guide now to discover how you could potentially protect your estate from a 40% IHT charge.  

A word of caution: the investments described are not for the fainthearted. They invest in small companies, which are by nature riskier than their larger counterparts.

The trade-off is that if you are a high net worth individual or sophisticated investor you could keep more of your wealth out of the taxman's hands. 

This free guide is not advice or a personal recommendation, but it explains the main facts you need to know, so you can decide if these opportunities are for you. 

Why not download your free guide now? 

By Alex Davies Founder and Chief Executive – Wealth Club

Alex was a board director at FTSE 100 stockbroker Hargreaves Lansdown, where he worked for 15 years. He was responsible for building Hargreaves Lansdown into the biggest direct-to-consumer SIPP provider in the UK with more than 150,000 clients and over £12 billion under management. 

After retiring at age 38 and selling some of his shares, Alex sought tax-efficient ways to invest his money. To his surprise, he found that good-quality services designed to help high net worth and sophisticated investors with non-standard and tax-efficient investments are thin on the ground.

This led to the idea of Wealth Club – a new service for high net worth and sophisticated investors.

The aim is to offer them more compelling and advanced tax-efficient investment opportunities than normally available through mainstream investment platforms and financial advisers.