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You’ve spent years putting by carefully, so your family is well provided for after you’re gone. But what if your legacy comes with a costly surprise – a potentially large inheritance tax bill?

This free 20-page guide explains in plain English:

How Inheritance Tax (IHT) rules may apply to your estate

Ways experienced investors could mitigate 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 mitigate this

In short, discover how experienced investors are reducing the amount that could be caught by IHT, whilst keeping control of the money during one’s lifetime. 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.

Get your free guide now »

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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