Inheritance Tax / Business Relief
Carlton Wealth Preservation
A specialist investment service for eligible investors considering Business Relief within inheritance tax plans.
Area of expertise
Trust & estate planning support
Working with solicitors, trustees and advisers on the investment questions that arise around family estates.
Overview
Overview
Trustees, solicitors and executors regularly face investment questions that sit slightly outside their day-to-day work: how a portfolio should be positioned, how liquidity will be met, and how a specialist holding interacts with the wider estate.
New Walk works alongside those professionals on the investment side of the question, leaving legal drafting and tax advice with the advisers already appointed.
The starting point is always the structure of the estate rather than a product. [Scope of engagement, terms and any professional appointments to be confirmed.]
Considerations
What matters in practice
The points below are the ones that tend to decide outcomes, and the ones worth putting to any provider.
Estate liquidity
Tax and expenses often fall due before assets can be realised, particularly where holdings are unlisted.
Trustee duties
Trustees have their own obligations when considering specialist or illiquid holdings.
Beneficiary interests
Income and capital beneficiaries can want very different things from the same portfolio.
Interaction with reliefs
Holdings intended to qualify for relief need to be reviewed, not simply established and left.
Probate practicalities
Valuation and realisation of specialist holdings can extend the administration timetable.
Coordination
Solicitor, accountant, adviser and trustee all hold part of the picture; alignment matters.
Support
How New Walk helps
Support is practical and specific rather than promotional. The aim is that an adviser can explain a proposition, and their reasoning, without relying on the provider's marketing language.
Investment input alongside existing legal and tax advisers, without displacing them.
Review of how specialist holdings sit within an estate and its liquidity profile.
Practical explanation of specialist propositions for trustees and executors.
[Engagement terms and scope to be confirmed.]
Related
Related specialist solutions
Propositions that relate to this area. Each is information only and is intended for eligible and experienced investors.
Private Credit / Business Relief
PMJ Private Credit Fund
A specialist private-credit proposition for eligible investors in inheritance-tax and Business Relief planning.
New Walk Consulting works with a carefully selected group of specialist providers. The propositions shown are not ranked and no proposition is presented as more suitable than another. Suitability depends upon individual circumstances. Capital at risk — the value of specialist investments can fall as well as rise and investors may not get back the amount invested. Tax treatment depends upon individual circumstances and may change. These propositions are intended for eligible and experienced investors only.
Also relevant
Other areas of expertise
Most client situations touch more than one of these.
Inheritance Tax & Business Relief
Specialist solutions that help advisers and their clients plan for the transfer of wealth across generations.
Private Credit
Access to specialist opportunities in privately originated lending, arranged outside public credit markets.
Alternative investments
Carefully selected opportunities that sit outside mainstream listed markets and conventional fund ranges.
Talk it through with Andrew.
Enquiries come to Andrew directly. There is no obligation and no product pitch at the first conversation.
Important information
This page is information only and is not advice, a personal recommendation, or an offer or invitation to invest. Capital at risk. Tax treatment depends upon individual circumstances and the relevant legislation, which may change.