Inheritance Tax

Our tax advisers and financial planners years of experience and knowledge allows us to provide a rounded approach to your inheritance tax planning, recommending how best to minimise the impact of inheritance tax on your estate, whilst ensuring you are suitably provided for.

Whether you have a larger inheritance which requires more complex planning, or you are a businesses owner considering your future plans, you will receive a comprehensive, personal service, communicated in an easy to understand manner, with as much or as little detail as you like.

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Our Services

Taxbuddi Inheritance Tax

Our Taxbuddi Inheritance Tax Service is a simple, transparent, cost effective service which could help you to optimise your IHT position after as little as two years, without the need for complex and costly legal arrangements, by utilising Business Property Relief (BPR)

Estate Planning

The Taxbuddi Estate Planning Service looks to provide full IHT relief after two years by investing in BR-qualifying businesses predominantly in two sectors: asset-backed trading businesses (such as care homes) and renewable energy & infrastructure. The target return on your investment (after charges) is 3%-4.5% per annum over the medium term.

Taxbuddi AIM ISA

The Taxbuddi AIM ISA Estate Planning Service provides full IHT relief after two years. The Service looks to provide growth by investing in a diversified portfolio of 20 - 35 companies that are listed on the Alternative Investment Market (AIM). This is held in an ISA wrapper for further tax benefits.

Investment Management

Your primary investment objective may be one of many things! To preserve your wealth, derive a regular income or achieve strong, inflation-beating growth. The ideal investment portfolio reflects your risk tolerance, time horizon, asset class preferences and plans for you, your family and your career or business. We can help you develop an investment strategy that works for all your needs

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020 3900 0160

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info@taxbuddi.co.uk