Stock Brokers Godalming, Surrey | Simple Investments | Inheritance Tax Relief Portfolios

Simple Investments
1 High Street
Godalming, Surrey
GU7 1AZ
T: 01483 413500
F: 01483 419933
E: info@simple-investments.co.uk

The Simple Inheritance Tax Relief Portfolio is a portfolio of shares which offer you a vehicle from which to gain 100% relief from Inheritance Tax (IHT) alongside the potential for capital growth.

The Portfolios are an expedient and efficient option to be used as part of your Inheritance Tax Planning processes.

Investment into these portfolios has several distinct advantages worth considering.

Qualification for 100% relief from Inheritance Tax after just two years.
The investment is completely liquid should you wish to withdraw funds at any point.
No loss of qualification should you decide to sell part of your portfolio and subsequently reinvest.

To access further on-line information about The Simple Inheritance Tax Relief Portfolios or download a PDF Brochure please click here or call 01483 413500.

Dead Cat Bounce - "A temporary recovery from a prolonged decline or bear market, after which the market continues to fall. The term coming from the theory that even a dead cat will bounce if dropped from high enough!"

"Many Thanks for so ably looking after my share portfolio over the last 3 years. I have been very impressed with the increase in value you have produced, up 30%, well out-pacing the FT Index. Thanks also for the considerate way that telephoning during work hours has been kept to a minimum. Results and Service both much appreciated."
J B Fielden