Pension Funds

Pension Funds
We understand the enormous range of responsibilities that a Trustee shoulders, so we work tirelessly to make your Investments the one aspect you don’t have to worry about.

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.

Learn More

Find out exactly how we can help you, get in touch with Slater Investments today

Contact Us