Estate Matters

Planning for inheritance is a vital part of securing wealth for future generations.

With rising property prices, many more people are finding that their estates fall within the inheritance tax threshold.

Our Inheritance Tax (IHT) Portfolio Service is designed to help limit the effect of inheritance tax without reducing access and ownership to your capital.

By investing in a portfolio of qualifying shares listed on the Alternative Investment Market (AIM), investors can benefit from 100 per cent tax relief as long as the assets have been held for more than two years before death.

At James Sharp & Co we have considerable experience in helping clients with careful portfolio management and share selection.

We can also assist with probate valuations and act for executors through their legal representatives. We can assist with the registration of the death and also confirmation of the deceased's shareholdings and subsequent sale or re-registration of assets.

Important information: An IHT portfolio primarily invests in stock market related investments, mainly in smaller companies which should be considered higher risk. The value of these investments can go down as well as up and your capital is at risk. Investors may not get back the full amount invested.

Please note: James Sharp & Co is not a professional taxation adviser and we recommend that investors seek independent advice in this respect.