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Free report: How to protect your ISA from IHT

Do you have any Stocks & Shares ISAs? Is your estate, including your main home, worth over £500,000, or £1m for married couples or civil partners? 

If you answer ‘yes’ to both questions, your ISA could be eventually caught by up to 40% IHT.

How could you avoid that? Request this short free report and discover how you could:

  • Prevent 40% of your money from disappearing in IHT when you’re gone
  • Keep control of your ISA for as long as you live – no gifts, no trusts
  • Benefit from IHT relief when you pass on your ISA
  • Keep benefitting from any tax-free growth and income
  • Make tax-free withdrawals if you need

This report is only for experienced ISA investors likely to be affected by inheritance tax. It is not advice nor a research or personal recommendation to invest. If you’re unsure, please seek advice. Investments are for the long term. AIM-quoted shares are high risk and volatile. You should not invest money you cannot afford to lose. Tax benefits depend on circumstances and tax rules can change. IHT relief is subject to companies retaining their qualifying status and not guaranteed. 

By Alex Davies Founder and Chief Executive – Wealth Club

Alex was a board director at Hargreaves Lansdown, where he worked for 15 years. He was responsible for building Hargreaves Lansdown into the UK’s largest direct-to-consumer SIPP provider with more than 150,000 clients and over £12 billion under management.

After leaving and selling some of his shares, Alex sought tax-efficient ways to invest his money. To his surprise, he found that good-quality services designed to help high net worth and sophisticated investors with non-standard and tax-efficient investments are thin on the ground.

This led to the idea of Wealth Club, now the UK’s largest broker of tax-efficient investments.

The media has quickly recognised Wealth Club and regularly comes to us for comments on tax-efficient investments. Wealth Club has been quoted in Forbes, the Financial Times, the Times, The Telegraph, The Spectator and MoneyWeek, to name but a few.

Free report: How to protect your ISA from IHT

Do you have any Stocks & Shares ISAs? Is your estate, including your main home, worth over £500,000, or £1m for married couples or civil partners? 

If you answer ‘yes’ to both questions, your ISA could be eventually caught by up to 40% IHT.

How could you avoid that? Request this short free report and discover how you could:

  • Prevent 40% of your money from disappearing in IHT when you’re gone
  • Keep control of your ISA for as long as you live – no gifts, no trusts
  • Benefit from IHT relief when you pass on your ISA
  • Keep benefitting from any tax-free growth and income
  • Make tax-free withdrawals if you need

This report is only for experienced ISA investors likely to be affected by inheritance tax. It is not advice nor a research or personal recommendation to invest. If you’re unsure, please seek advice. Investments are for the long term. AIM-quoted shares are high risk and volatile. You should not invest money you cannot afford to lose. Tax benefits depend on circumstances and tax rules can change. IHT relief is subject to companies retaining their qualifying status and not guaranteed. 

By Alex Davies Founder and Chief Executive – Wealth Club

Alex was a board director at Hargreaves Lansdown, where he worked for 15 years. He was responsible for building Hargreaves Lansdown into the UK’s largest direct-to-consumer SIPP provider with more than 150,000 clients and over £12 billion under management.

After leaving and selling some of his shares, Alex sought tax-efficient ways to invest his money. To his surprise, he found that good-quality services designed to help high net worth and sophisticated investors with non-standard and tax-efficient investments are thin on the ground.

This led to the idea of Wealth Club, now the UK’s largest broker of tax-efficient investments.

The media has quickly recognised Wealth Club and regularly comes to us for comments on tax-efficient investments. Wealth Club has been quoted in Forbes, the Financial Times, the Times, The Telegraph, The Spectator and MoneyWeek, to name but a few.