Inheritance Tax Portfolio

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OPTIVA SECURITIES LTD IS AUTHORISED AND REGULATED BY THE FINANCIAL CONDUCT AUTHORITY

 

The Optiva AIM Inheritance Tax Portfolio aims to help you pass on your wealth to your loved ones in a tax efficient manner, as part of a broader approach to your estate planning.

The service aims to preserve your capital and hold exclusively investments which can be passed on tax free to the next generation, generating a gain of 40% plus investment returns from your initial deposits.

 

If you would like to know more please contact:

Hal Norwood
Portfolio Manager

Tax Portfolio
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