Your clients can reduce inheritance tax liabilities and pass on assets as they wish with a sound financial planning strategy.
Help maximise what clients pass onYour clients’ investment strategies can significantly affect their exposure to inheritance tax (IHT). So when investing on their behalf, we comprehensively review their assets and succession planning objectives for their estates.
A bespoke serviceWe design specific inheritance tax-efficient plans for your client’s needs, combining an array of investment options such as trusts, life assurance, offshore bonds, Business Property Relief and gifting.
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Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.