Intelligent Private Company Investing
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Shelter from Inheritance Tax using Business Property Relief

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Loan strategies

Our loan strategies offer a route to Inheritance Tax savings with strong risk controls and liquidity. You can choose to invest in a company which has a ready-made pool of loans through our Managed Inheritance Service or use cash in a personal company to build a book of loans through our Bespoke Inheritance Service

 

Benefits

  • 100% exemption from Inheritance Tax after two years (can be quicker if investment is through our Bespoke Inheritance Service)
  • Tax-free gains in your estate
  • Flexibility for regular or one-off withdrawals