The Simple Investments Inheritance Tax Relief Portfolios are a portfolio of shares which qualify for 100% relief from Inheritance Tax after just two years.
Portfolios are kept in your name and your control throughout, so unlike some other forms of inheritance tax planning you do not have to relinquish control of your funds.
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IHT Relief Portfolio - Risk Warning Notice
Portfolios investing in the Alternative Investment Market (AIM) securities are classified as high-risk. Past performance is not necessarily a guide to future performance and the value, income or price of your investment may go down as well as up. This means that you may get back less than you invested. There may be a restricted market for these investments and it may be difficult to deal in them or obtain reliable information on their value. There is no guarantee of qualification for tax relief and there is also the risk of a change in legislation which may have an adverse affect on any potential tax saving on capital or income. This service and the products described may not be suitable for all types of investor therefore you should seek independent professional advice.