IHT exempt investments

sid · 28 Dec 2020 at 17:34

Does anyone have any experience with IHT exempt investments (after 2 years) with companies such as octopus/ deep ridge/ time /foresight ?

From what I gather, they invest in specific portfolios of companies which qualify for BPR.

These were recommended by an IFA but are there caveats? Seems a little too good to be true.

Sid

sid · 28 Dec 2020 at 20:33

The portfolio of investments by the above companies qualify for business relief as per the brochure as they are AIM listed and renewable, etc.

Gifting is not always possible based on circumstances.

sid · 29 Dec 2020 at 05:12

Thanks Matt for the advice. I agree with the ftse tracker idea tbh . It is more sensible.

sid · 29 Dec 2020 at 19:48

Yeah thanks for the comments chaps, I have much to think of. I suspect this is a alternative to trusts and gifting depending on circumstances but not where I want to put too much money into it

sid · 30 Dec 2020 at 18:34

Thanks,

Are there any rumors about changes to IHT allowances? Any further increases ?

Sid