Kestrel Inheritance Tax Solution

Kestrel Inheritance Tax Solution (KITS) aims to reduce inheritance tax liabilities for UK-based investors whose estates are expected to be valued significantly in excess of the nil-rate band. KITS is a discretionary investment management service.

Investors in KITS maintain control and access to their investments at all times. There are no complicated Trust structures and assets do not have to be “gifted”. You can make cash top ups or withdrawals from your KITS account whenever you wish.

Kestrel offers two types of portfolios to mitigate IHT liabilities – either KITS or a KITS ISA. Both pursue the same investment strategy and comprise portfolios of AIM companies which are chosen and managed by Kestrel Partners.

KITS and KITS ISA should be regarded as higher risk investments and we recommend you seek advice from an intermediary before considering whether it is a suitable investment for you. Kestrel cannot advise you on the suitability of KITS or KITS ISA for you.

For any queries about KITS or KITS ISA, the application procedure or eligibility to invest, please email or call Kestrel on +44 (0)20 3371 6100.

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