Specialist services

Specialist Tax Portfolio Service

Our Specialist Tax Portfolio Service has been created for clients of financial advisers who are seeking to mitigate their tax liabilities through Government sanctioned tax reliefs.

The Service provides bespoke, discretionary managed portfolios investing in shares for Business Relief against Inheritance Tax and/or Enterprise Investment Scheme qualifying shares for Income Tax relief and Capital Gains Deferral relief.

With a minimum investment level of £100,000, clients receive a managed portfolio of AIM quoted investments as well as direct access to the fund manager and team.

Given the higher risk nature of the investments that qualify for these tax reliefs, advisers should assess the suitability of such a strategy against their clients’ risk appetite and capacity for loss.

UK tax-efficient investments comparison



Your introductory and quarterly fees can be deducted automatically from client’s portfolios to provide you with prompt payment. Our standard published fee terms for the Service are available here.