Estate Planning Estate Planning

We provide a variety of investment structures and asset classes to assist with estate planning.

We provide a variety of investment structures and asset classes to assist with estate planning.

We understand that many clients want to pass on as much of their wealth to their family as possible.

 

Gresham House can provide you with a variety of investment structures and asset classes to help with your estate planning. Our Forestry and Renewables investment strategies are accessible to high-net-worth, professional and sophisticated clients via inheritance tax (IHT) efficient structures.

For more information, please get in touch.

Please note: Gresham House Asset Management does not provide estate planning advice. Prospective investors are advised to consult their own professional advisers in relation to the financial, legal, tax, National Insurance Contribution liabilities and other implications of investments in inheritance tax-efficient structures.

Please note that both our Forestry and Renewables funds are unregulated collective investment schemes (UCIS) and as such, they are subject to restrictions on promotion to investors.

In order to be provided with information in relation to such funds you must be either:

  • An investment professional authorised to advise on UCIS; or
  • A person who has completed the Individual Investor Request for Further Information form and has been assessed by Gresham House as being suitable and appropriate to invest in the fund due to being either a Certified High-Net-Worth Investor or a Self-Certified Sophisticated Investor; or
  • A person who is a Certified Sophisticated Investor; or
  • An Eligible Counterparty or Professional Client as set out in the FCA Handbook.

Please contact Anthony Crosbie Dawson for further information

IMPORTANT INFORMATION:
This website uses cookies to ensure you get the best experience on our website.
We have recently updated our Online Privacy and Cookies Policy (the “Policy”) to improve our commitment to protecting your personal information.
Please take a moment to read the updated Policy, which is accessible through the following link: Online Privacy and Cookies Policy