Helping clients reduce inheritance tax while staying invested
For clients with larger estates, inheritance tax can be a major concern. Our Specialist Tax Portfolio Service (STPS) offers a way to reduce that liability while continuing to invest for the future. It’s a bespoke discretionary service that builds and manages portfolios of shares expected to qualify for Business Relief (BR) or the Enterprise Investment Scheme (EIS).
This is a specialist area where personalised advice, deep due diligence and experienced management make all the difference. Our dedicated team works closely with advisers to help clients make informed decisions and stay on track
Designed to combine growth and tax efficiency
We’ve built this service to deliver more than tax advantages. Portfolios are actively managed to support capital growth and preserve value, using a structured approach that blends in-house expertise with external due diligence. Whether your client is planning their estate, seeking to invest tax-efficiently in AIM shares, or looking to use EIS as part of a broader strategy, we can help.
Our team works with financial advisers across the UK, offering the reassurance of one of the UK’s leading discretionary managers and the flexibility to support a wide range of client needs.
It's important to remember the higher risks associated with investing in AIM listed companies and your client could lose all of their capital invested. Tax reliefs are subject to legislative changes and your clients' personal circumstances.
Working with financial advisers
Building your Clients' portfolio
Our approach to risk management
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