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.
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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.