LANDLORDS:
LEGALLY AVOID INHERITANCE TAX ON
your property portfolio & some other assets

The 7 Benefits We Will Give You

1.

We Will Give You 1 Your loved ones receive the full value of your life’s work. (£800,000+ saved on a £2m portfolio)

2.

If our Barrister moves your properties to a Limited Company for you, the result will be the company owing you 100’s of thousands, if not millions in TAX-FREE income. Ask us how!

3.

Offset mortgage interest via incorporation — save tens of thousands annually

4.

Reduce or avoid Capital Gains Tax when moving properties into a company if you plan to sell them later Ask us How!

5.

No Stamp Duty and CGT on incorporation using legal reliefs (Ie.g. Section 162) if Partnership/LLP. Please see below for an explanation

6.

Control how and when your wealth is passed on for generations

7.

Avoid fire sales during probate to cover urgent tax bills

Bonus

Bonus: Prevent family disputes.

Clear legal planing = peace and unity for your heirs.

Get your Free Consultation

Speak with Jason Russel

Who Qualifies? Are You a UK Landlord with a Property Portfolio Worth £2 Million or More?

If so, you're facing a 40% Inheritance Tax (IHT) bill. That's £800,000 on a £2 million portfolio, taken from your loved ones when you're gone.
But what if you could legally avoid this tax, just like the wealthy elite do?

"It's not just for the super-rich and wealthy. It's for anyone who knows how to use the law to their advantage."

A Story That Still Stays With Me

I met Peter in 2013 — a healthy, retired landlord with a £6M property portfolio. We met in London to discuss how to legally avoid Inheritance Tax. He was cautious but curious. The media said tax planning didn’t work… yet billionaires, like the Duke of Westminster, paid zero Inheritance tax. He left with a lot to think about. Then silence.

Six months later, he emailed me:
“I’ve got a brain tumour. My accountant says a Will is enough to sort the tax.”

It didn’t. Pete died months later, and his brother and daughter from a previous marriage lost over £1 million in unnecessary tax.
His widow came to me later.
His widow came to me later. Still grieving. Still angry at the bad advice. Determined not to let the same happen to her own daughter.

Don't let this be your family story.

What Structure Makes You IHT-Free?

A Limited Company whose shares are owned by a Trust and your loved ones are beneficiaries and there is one additional variation.

Frequently Asked Questions

Is it Secure?

If you act now, your structure will be grandfathered in. That means: New laws won’t apply to you. But if you wait until after the law changes? You pay 40%. No exceptions."

Better to be 10 years early than 5 minutes too late.

Who is it for?

UK Landlords with portfolios worth £2 million or more aged 55-75, family-focused, tax-aware Wanting to pass on their legacy intact

Is it Expensive?

Compared to the £800k+ your family could lose in tax? Absolutely not. Also, we are not aware of any other workable solutions on the market. You can go cheap, but will it work when the time comes? Well, you will NEVER KNOW? Maybe it will work, but probably not. Don’t take a risk with your life’s work and your family’s future! Most clients take £100,000s or even £Millions in tax-free income after incorporation. It pays for itself — multiple times over.

Still have questions?