Tax mitigation portfolios
The EIS Portfolio Plan (EISPP) and the Inheritance Tax Portfolio Plan (IHTPP)
The EIS Portfolio service creates a portfolio generated from EIS qualifying issues of new shares, in early stage businesses, allowing clients to benefit from income tax relief, and CGT rollover relief, as well as the intrinsic IHT benefits of investing in qualifying AIM listed companies.
The IHT portfolio service builds a portfolio of qualifying, already floated and established businesses, which by their more mature nature should provide a lower risk profile than the EIS portfolio, whilst still serving to allow clients to benefit from this form of IHT planning.
Please contact John Smith or Richard Smith in our Birmingham office on 0121 616 2101 to request a brochure or further information. To download a PDF of the brochure, please click
here.
As an experienced investor our Tax Mitigation Portfolios are designed to add further value to your existing investment portfolios by maximising returns through the use of beneficial tax structures.
