This section of our website is intended for professional intermediaries and should not be relied upon by retail investors. Please note that our portfolios are generally not directly available to retail clients without the recommendation of a financial adviser.
Our unique combination of financial and legal services…
Where clients have a General Investment Account which is locked by inbuilt capital gains, we have a service dedicated to managing this problem. Using our custody partner, and once you have agreed with your client, what MPS solution and the relevant risk profile is required, our expert team will manage the CGT process with the long-term goal of this target solution.
Please note that this may take several tax years to achieve. We will do this by carefully managing the gains within the prevailing CGT allowances each year.
Our custody partner is Pershing, part of the BNY Mellon Group with over $2 trillion assets under management.
Source:Pershing website on 18/02/2021.
IHT relief is not guaranteed and tax benefits depend on circumstances and tax rules, which are subject to change at any time. The Financial Conduct Authority does not regulate trust planning and most forms of IHT planning. Some IHT solutions put capital at risk and so investors may get back less than they invested.