that If you invest in certain companies you can get truly tax free returns?

Yes it’s true.  If you invest in certain companies you can get truly tax free returns.  You get a triple benefit.  This is a uniquely tax protected benefit. 

 

This is how it works.

 

ISAs are exempt from both income tax and capital gains tax but not from Inheritance Tax.  But now you can also have your ISAs exempt from inheritance tax. 

 

Shares in companies listed on the Alternative Investment Market are already exempt from IHT if they meet certain criteria.  But now your shares can also be held in an ISA.  This way you get all 3 benefits – income tax, capital gains tax and inheritance tax.  How good is that!

 

You need to have held the shares for 2 years and still hold them when you die.  If you are a married couple or civil partners, with the right Wills, only one of you needs to survive the 2 year period to get the benefit. 

 

And it’s not just the Alternative Investment Market shares which qualify.  There are many companies who provide such business relief schemes.  Of course these are not for everyone but they are certainly worth checking out.

 

If you think this might affect you or your family then simply contact us on 0800 852 1999 or email contactus@mcclure-solicitors.co.uk  to arrange a free no obligation chat with one of our Estate Planning Consultants. 

 

Home visits are available.

Act now to save later.
Arrange a free consultation today.

0800 852 1999

Call our dedicated appointments line today or complete the form provided to arrange your first meeting with McClure. It will cost you nothing and could save you and your loved ones money, time and hassle.

Aberdeen  |  Birmingham  | Cardiff  |  Edinburgh  |  Exeter  |  Glasgow  |  Inverclyde  | Leeds |  Liverpool  |  London  |  Newcastle  |  Plymouth  |  Southport  |  Truro

Appointments (Freephone) 0800 852 1999  |  General Enquiries (Local Rates) 0845 450 2408  |  Email contactus@mcclure-solicitors.co.uk

To read about how we handle your personal data, please view our Privacy Notice

Find out more about our Terms of Business

WW & J McClure Trust Corporation’s Terms & Conditions

Copyright © McClure Solicitors 2018. All Rights Reserved

W W & J McClure Ltd trading as McClure Solicitors. Directors: Andrew J Robertson, Stewart Moore & Stephanie Hutton

Authorised and Regulated by the Solicitors Regulation Authority (Reg No 618692)

Authorised and Regulated by the Law Society of Scotland (Reg No 19114)