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

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?

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

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

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

Potentially pass on the whole of your ISA IHT free

Keep benefiting from any tax-free growth and income

Make tax-free withdrawals if you need

Remember tax rules can change and benefits depend on circumstances.

When you request this report, 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. Read our full Privacy Policy.

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.

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. 

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.

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

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 to 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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