As much as £5.5 trillion of personal wealth is predicted to be bequeathed between family members over the next 30 years. HMRC will apply 40% inheritance tax (IHT) on estates worth over a certain value.

Is your estate likely to be affected? How might an experienced investor mitigate some of that tax, while supporting some promising UK businesses?

This concise, free factsheet explains investing in assets that qualify for Business Property Relief (BPR) – the benefits and risks, and how it could help protect your estate from IHT after only two years.

Request your free factsheet now and discover:

What are BPR portfolios and investment services?

Who might consider investing in BPR-qualifying businesses?

When you request this factsheet you become a member of Wealth Club and will receive further information by email and/or post about our 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 by contacting us. Your personal data will remain confidential, and will never be passed to any other company, unless required by law – here is our full Privacy Policy.

How do BPR investments compare to other forms of estate planning?

Please note: tax rules change and tax benefits depend on circumstances. BPR-qualifying companies are smaller and higher risk. These investments are only for experienced investors whose estates might be affected by inheritance tax. You should not invest money you cannot afford to lose. They are illiquid and capital is at risk. This free factsheet is not advice nor a personal recommendation; it simply explains the main facts, so you can decide for yourself.

I understand the investments offered by Wealth Club are for high net worth or sophisticated investors.

I confirm I am such an investor and may be asked to declare this in more detail when I apply.

Get the free factsheet now »

IMPORTANT NOTE

This financial promotion is issued by Wealth Club Limited. Wealth Club’s service is directed exclusively at, and intended to be used only by, persons in the UK who are High Net Worth or Sophisticated Investors. 

The investment products we offer 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 to understand the Risks and Commitments of these products. 

We’ve made every effort to ensure the accuracy of the information in our guides and 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 personal investment advice. If you are in any doubt as to the suitability of the products for your circumstances, please seek specialist financial or tax advice.

Copyright © Wealth Club 2025. Wealth Club Limited is authorised and regulated by the Financial Conduct Authority, register number 725176. Registered Office: 20 Richmond Hill, Bristol, BS8 1BA. United Kingdom. Registered in England and Wales, number 09831162. Contact us | Terms of Business [PDF]