An Ethically Focused IHT Offering
Inheritance Tax (IHT) legislation, set against property values, means this tax remains a challenge for many. Our flagship IHT solution uses Business Relief (BR) for a swifter route to IHT exemption. Each client can choose from four model portfolios accessing BR-qualifying investments. These include options aligned with ethical investment concerns.
Our three investee firms provide access to a wide range of opportunities
*All target returns are net of costs and charges
Clients have the choice of four model portfolios. This means each can find what’s right for them in terms of sustainable investing, their overall objectives and their risk profile.
We only take an annual management fee of 0.5% +VAT after we have achieved the minimum target return on the model portfolio that a client selects.
Clients retain access to and control of capital, enabling withdrawals if their situation changes. They can also take regular payments or leave capital invested.
The below example illustrates potential savings following investment. This example excludes any other reliefs that may be available.
TOTAL VALUE OF ESTATE
£950,000
AMOUNT INVESTED INTO ADAPT IHT PORTFOLIOS
£400,000
AMOUNT LIABLE TO IHT
£225,000
TOTAL AMOUNT PAYABLE ON DEATH (40%)
£90,000
AMOUNT SAVED BY INVESTING IN ADAPT IHT PORTFOLIOS
£160,000
