Pension Funds
Pension Funds
Fund objective
Looking after your legacy is important. Estates, worth over £325,000, that you have spent a lifetime compiling are subject to a 40% Inheritance Tax when they pass to your children. However, there are a number of established ways to reduce, or potentially eliminate, this tax. For example, holding certain AIM listed securities, that qualify for business property relief, for a minimum of two years is expected to move this money outside of your taxable estate.