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Seeking to Inheritance Tax-proof ISAs

While tax efficient during a holder’s lifetime, on death, ISAs may be subject to a 40% Inheritance Tax (IHT) liability.

 

However, this short video explains how after 2 years of investing in established companies on the Alternative Investment Market (AIM), investors can retain the tax benefit of their ISA wrappers whilst seeking IHT protection.

 

The Puma AIM ISA Inheritance Tax Service (IHT) allows investors to add Business Relief to the Income Tax and Capital Gains Tax relief that an ISA already provides.

 

The minimum subscription for the Puma AIM ISA IHT Service is £20,000 - which is equal to the current annual ISA allowance.

 

An investment in the Puma AIM ISA IHT Service carries risk and may not be suitable for all Investors.  We recommend you seek independent investment and tax advice before considering an investment.  You should only investment in the Puma AIM ISA IHT Service on the basis of the Investment Agreement and Investment Details which details the risks of the investment and can be found here: www.pumainvestments.co.uk/advisors-puma-aim-isa.  A summary of the key risks can be found below.

Past performance is no indication of future results and share prices and their values can go down as well as up.  An investment in the Service should be considered a long-term investment.  It is intended, but not guaranteed that a subscription for shares in Puma AIM ISA IHT Service will benefit from Inheritance Tax relief provided the shares have been held for at least 2 years prior to and at the point of death. Tax reliefs will depend on individuals’ personal circumstances, minimum holding periods and may be subject to change.  AIM stocks are potentially illiquid investments - your capital may be at risk.

This communication is a financial promotion issued by Puma Investments in accordance with section 21 of the Financial Services and Markets Act 2000. Puma Investments is the trading name of Puma Investment Management Limited which is authorised and regulated by the FCA, FRN 590919. This communication has been prepared by Puma Investments for information purposes only and should not be read as advice.