Inheritance Tax Portfolio

Blankstone Sington’s Inheritance Tax Portfolio
provides an award winning approach to
sheltering part of your estate from IHT, with the
potential for capital growth.

Some key points about our award winning service:

Inheritance Tax (IHT) is currently levied at a rate of 40% on all assets exceeding a total value of £325,000 (2019/20). Our Inheritance Tax Portfolio provides individual investors with the opportunity to obtain full IHT relief after only two years.

The portfolio comprises companies traded on the Alternative Investment Market (AIM), which is a sub market of the London Stock Exchange, with the objective of securing Business Property Relief (BPR) against IHT by investing in a range of qualifying companies, yet still enables investors to maintain control of their assets.

We have been successfully investing in smaller companies for over three decades, and in our Inheritance Tax Portfolio since 2010, through our specialist in-house research department.

While a Blankstone Sington Inheritance Tax (IHT) Portfolio can provide an effective solution to mitigate IHT, it may not be suitable for everyone as there are additional risks to consider beyond traditional investments.

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Bespoke Investment Management

A proactive, knowledgeable approach to managing your capital.

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Model Portfolio Service

Designed to achieve an attractive level of risk-adjusted returns over the long term.

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Our heritage is firmly rooted in stockbroking, and we have strong relationships with market participants, built over many years.

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