New forestry fund: could you benefit from inheritance tax relief?
A new forestry fund is now available on our private markets platform. It is Europe’s largest fund of its kind, from an established specialist manager.
Investments in commercial forestry can be highly tax-efficient: they can currently provide inheritance tax (IHT) relief, if you hold the investment for at least two years and on death. They are also largely free from income and capital gains tax. Tax rules can change and benefits depend on circumstances.
The fund aims to deliver growth and regular annual distributions – historically, it has exceeded its target return. You can invest from £50,000 (normally £100,000) and you can apply online.
Want to find out more?
Due to restrictions on promotions of funds like this, we cannot share any more details with you until you complete a form to qualify as a High Net Worth or Sophisticated investor. Please complete the form below to check if you are eligible and read more about the fund.
Wealth Club aims to make it easier for experienced investors to find information on – and apply for – investments. You should base your investment decision on the offer documents and ensure you have read and fully understand them before investing. The information on this webpage is a marketing communication. It is not advice or a personal or research recommendation to buy, sell or hold any of the investments mentioned, nor does it include any opinion as to the present or future value or price of these investments. It does not satisfy legal requirements promoting investment research independence and is thus not subject to prohibitions on dealing ahead of its dissemination.
Alex Davies
Chief Executive
Alex was a board director at 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. He is a keen investor with a portfolio of shares, funds, student property, EIS and VCT investments.