Gresham House
Specialist asset management
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.
Our estate planning strategies
Investment in commercial forestry is subject to favourable taxation treatment in the UK. Under current UK tax law, commercial forestry should qualify for full relief from inheritance tax through business property relief, if held for two years.
View forestry taxation information
We have several unlisted Limited Liability Partnerships to provide investors with a highly tax-efficient structure through which to access our renewables investment strategies. This provides 100% relief from IHT once partnership shares have been held for two years.
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
