Shelter from Inheritance Tax using Business Property Relief

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 Personal Inheritance Service or use cash in a personal company to build a book of loans through our Corporate Inheritance Service



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