Bell & Bell Investments

We offer investment options and solutions to help with your tax planning. Tax reliefs depend on VCTs maintaining their qualifying status or portfolio companies maintaining their BPR- or EIS-qualifying status.

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Our Products

Explore our tax-efficient investments. Our products put capital at risk, meaning you may get back less than you invest. Tax treatment is subject to circumstances, current legislation and maintaining qualifying status.

  • Bell & Bell Inheritance Tax Service
  • Bell & Bell AIM Inheritance Tax Service
  • Bell & Bell AIM Inheritance Tax ISA
Risk Management

OUR SERVICES

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Our flagship service targets a steady, predictable return and has been helping investors pass on more of their wealth for over a decade.

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This service helps investors pass on more of their wealth while targeting growth by investing in companies listed on the Alternative Investment Market (AIM).

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Investors with large ISA pots can protect more of their wealth from inheritance tax while keeping it in an ISA wrapper.

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Our team of experts and top rated professionals and readly available and willing to attend to all question and inquiries on the go.

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