Estate Matters

Inheritance Tax Portfolio Service

The Inheritance Tax (IHT) Portfolio Service is designed to help limit the effect of inheritance tax without limiting access to and ownership of your capital. By holding assets which qualify for Business Property Relief or other qualifying shares for 2 years you can claim 100 per cent tax relief.

At James Sharp & Co we have considerable experience in assisting clients ito mitigate IHT by careful portfolio management and share selection.

For further information on how we can help please contact your investment adviser.

Probate Valuation Service

When a death has sadly occured, financial matters are often the least of the family concerns.

At James Sharp & Co we can assist by providing a full probate valuation, dealing with the re-registration or sale of shareholdings and any other ancilliary matters involving stocks & shares.

Please contact Robert Fogg for further information.