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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?

Who might consider investing in BPR-qualifying businesses?

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

What are BPR portfolios and investment services?

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.

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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.

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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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