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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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IHT Portfolio Service documents

Here are all the documents and forms you’ll require for your clients to use our Inheritance Tax (IHT) Portfolio Service.

The investments described in these brochures may not be suitable for all investors. Investors should make their own investment decisions based upon their own financial objectives and financial resources and, if in any doubt, should seek advice from an investment adviser.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

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Lauren Hurford

Team Assistant

Lauren assists the intermediary team giving support to both the sales team and the investment managers. She previously worked at DTZ, where she was a Team Financial Administrator. Lauren also has eight years' experience as a Senior Trust Officer at Kleinwort Benson.


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If you would like to know how we can help with your clients' investment management needs, get in touch. We will be delighted to provide more details of our services

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This service should be regarded as high risk as it is exclusively focused on equities. The portfolios are wholly invested in small capitalisation stocks. These companies are therefore more volatile and whilst they offer great potential, growth is not guaranteed. It is important to note that this should be seen as a long-term investment. The current inheritance tax rules and tax treatment of AIM shares may change in the future. We strongly recommend that clients discuss their financial arrangements with their tax adviser before investing, as the value of any tax reliefs available is subject to individual circumstances.

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

Our portfolios are designed to work over a typical investment cycle of 7-10 years, so we recommend you stay invested for at least seven years.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

 

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.