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Inheritance tax service
The primary aim of the the Brooks Macdonald Inheritance Tax Service is to protect the wealth that clients have already accumulated and to pass this on to their beneficiaries paying as little inheritance tax as possible.
Following legislation introduced in the March 2000 budget, qualifying AIM stocks fall outside of a person's estate for inheritance tax purposes if held for two years or more. This has a number of advantages over other, more technically complex methods, such as trusts where ownership and control are often lost.
After only two years (instead of seven for other assets) the investment will no longer be liable to inheritance tax and investors maintain access to the funds at all times. Investments are held in the name of the investor and if circumstances change monies can be withdrawn thus ensuring that the client has maximum control and flexibility.
The Inheritance Tax Service invests in a range of qualifying AIM stocks, thus providing a simple and effective solution to the problem of inheritance tax.
For further information regarding the inheritance tax service please call us on 020 7499 6424 or e-mail at info@bm-am.com.