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Close moves to aid with IHT as it rolls out Companies plan
Close Investments’ Close Trading Companies has unveiled a new investment aimed at helping investors to defer inheritance tax liability after just two years without having to dispose of their assets.
“The two year clauses of this investment will certainly help investors over-come the convention rule.”
The fund has an initial charge of 6 per cent with a £500 company establishment fee.
Also it has an annual fee of 2.5 per cent on capital committed to residential & commercial developments, public houses and self storage.
There is also 1.55 per cent on the gross plantation cost in Forestry.
The minimum investment for the product is £1000.
