Inheritance Tax Relief Portfolios

Our Inheritance Tax Relief Portfolios are portfolios of shares that offer you a vehicle from which to gain 100% relief from Inheritance Tax (IHT) along with the potential for capital growth.

IHT Relief

The portfolios are an expedient and efficient option to be used as part of your Inheritance Tax Planning processes. Investment in them has several distinct advantages worth considering.

• You will qualify for 100% relief from Inheritance Tax after just two years.
• Your investment is completely liquid should you wish to withdraw funds at any point.
• You won’t lose your IHT qualification should you decide to sell part of your portfolio and subsequently reinvest.

Why not download our PDF Brochure for more information about The Simple Inheritance Tax Relief Portfolios?

Interested? Give Barry Fudge a call on 01483 413500 or email him on barry@simple-investments.co.uk