Capital Financial Markets can tailor a portfolio which invests in shares that qualify for business property tax relief. Investments in these assets fall outside of your estate after only two years and make an attractive option for inheritance tax mitigation.
Capital Financial Markets have considerable experience and knowledge of managing such portfolios.
Our managers can also manage portfolios within Discretionary Trusts for the purposes of estate management.
Inheritance tax can take a large part of your assets if your estate is over £325,000. Inheritance tax mitigation can help you pass on the bulk of your wealth to your loved ones without them having to pay high tax bills.
Capital Financial Markets can help you with the three main ways to ensure that your family benefits from your estate.