The Chancellor has made sweeping changes to Inheritance Tax (IHT) at the Budget. If you don’t want your legacy to come with a 40% inheritance tax bill, what are the options now for experienced investors?

This free 18-page guide explains in plain English:

What has changed – how the new Inheritance Tax rules may apply to your estate

Options for experienced investors to shelter from IHT – without giving anything away

Which simple but costly mistake many investors make

How 40% IHT could catch your ISA, too – but there’s a way to halve this

In short, discover how experienced investors could reduce the amount caught by IHT under the new rules, and still keep control of the money while you live.

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Tax rules can change and benefits will depend on your circumstances. 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 and your beneficiaries could enjoy meaningful benefits. This free guide is not advice nor personal recommendation – it simply explains the main facts, so you can decide for yourself.

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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.

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