Free report: How To Protect Your ISA From IHT
*** Only for investors with estates likely to be subject to Inheritance Tax ***
You’ve invested wisely and tax efficiently in an ISA over the years.
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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 with 50% IHT relief
Keep benefiting from any tax-free growth and income
Make tax-free withdrawals if you need to
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 paid 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
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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Who is behind Wealth Club?
Wealth Club is the UK’s largest investment service for high net worth and experienced investors.
We aim to provide clear, impartial and well-researched information on investment opportunities including Venture Capital Trusts, Enterprise Investment Scheme (EIS / SEIS) funds, direct single company investments, Inheritance Tax portfolios, Forestry funds, and Private Markets funds.
We do this so that you can decide confidently for yourself where to invest. We review performance data and analyse fund managers’ track records and experience. We meet and interview fund managers to add depth to our research.
Wealth Club launched in February 2016. Its founding members have years of investment experience. Four of us have held senior positions at one of the UK’s largest, most successful stockbrokers.
Alex Davies, founder and chief executive, was a board director at Hargreaves Lansdown. He led the team that built the UK’s largest direct-to-consumer SIPP with more than 150,000 clients and over £12 billion under management. Alex is a keen investor with a portfolio of shares, funds, property, EIS, SEIS and VCTs.
The media has quickly recognised Wealth Club and regularly comes to us for comments on investment matters. Alex and our research team have regularly been quoted in the FT, Times, Telegraph, City AM, MoneyWeek, This Is Money and Investors’ Chronicle, to name but a few.
More than 13,500 investors have already invested over £1.75 billion through our service (Dec 2025). As one client put it: “Seeing a website with intelligent commentary on the various offerings is a breath of fresh air”.
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