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Free report: How To Make Your ISA IHT Free

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Keep control of your ISA for as long as you live – no gifts, no trusts

Prevent your ISA being caught by 40% IHT when you die

You’ve invested wisely and tax efficiently in your ISA over the years.

Please note: some of the investments described are in small companies, which are riskier than larger ones. The trade-off is that if you are a high net worth individual or sophisticated investor you could enjoy significant tax benefits. This free guide is not advice, it simply explains the main facts, so you can decide for yourself. Please remember neither returns nor tax benefits are guaranteed. 

Keep benefiting from any tax-free growth and income

Make tax-free withdrawals if you need

In the most recent official figures, 22,100 estates had to pay an average of £209,000 each in IHT. Will yours? Download your free guide now to discover how you could protect your ISA from a 40% inheritance tax charge.

*** Only for investors with estates likely to be subject to Inheritance Tax *** 

When you download information, you become a member of Wealth Club and will receive further information by email and/or post about our products and services. There are no costs or obligations attached to your membership and you can cancel it at any time or object to your data being processed after you download the guide by contacting us. Your personal data will remain confidential, and will never be passed to any other company, unless required by law. Read our full Privacy Policy.


I understand I will need to declare I am a High Net Worth Individual or Sophisticated Investor before I am able to receive further information.

Potentially pass on the whole of your ISA IHT free

IMPORTANT: IHT RELIEF IS SUBJECT TO COMPANIES RETAINING THEIR QUALIFYING STATUS. TAX BENEFITS DEPEND ON CIRCUMSTANCES AND TAX RULES CAN CHANGE.

This short free report explains in plain English how you could:

But did you know that unless you do something, when you die the taxman could take 40% of your ISA in Inheritance Tax? How could you avoid that?

Remember tax rules can change and benefits depend on circumstances.

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IMPORTANT NOTE


Wealth Club’s service is directed exclusively at, and intended to be used only by, persons in the UK who will be required to self-certify as Sophisticated Investors or High Net Worth Individuals before applying to invest in any of the products featured. It is not directed at any person where (by reason of nationality, residence, domicile or otherwise) the usage of the website is prohibited. 


The investment products on this website are not for everyone. They are generally higher risk and require a longer investment term. You may get back less than you invest. It is therefore important that you understand the Risks and Commitments of these products. 


We’ve made every effort to ensure the accuracy of the material on our website, but cannot guarantee its accuracy or currency. It reflects our understanding of current product and tax rules, which may change in future. It is for general information only and should not be regarded as constituting an offer or a solicitation to buy or sell any securities, or as investment or tax advice. If you are in any doubt as to the suitability of the products for your circumstances, please seek specialist financial or tax advice.

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