Unlisted BR
Royal Crest Estate Planning Service
Invests in unquoted trading companies expected to qualify for Business Relief, targeting relief from inheritance tax after two years while you retain access to your capital.
Growth
Royal Crest Growth Estate Planning Service
Combines estate planning with a focus on long-term capital growth through asset-backed trading businesses.
AIM
Royal Crest AIM Estate Planning Service
A managed portfolio of AIM-quoted companies expected to qualify for Business Relief, offering daily pricing and greater liquidity.
ISA
Royal Crest AIM ISA
Holds Business Relief qualifying AIM companies inside an ISA wrapper, adding inheritance tax relief to the ISA's existing income and capital gains tax benefits.
Business owners
Corporate Estate Planning
Planning for business owners where a build-up of surplus cash could affect a company's trading status — and with it, eligibility for Business Relief.
Important: Tax treatment depends on individual circumstances and rules may change. Investments in unlisted and AIM-quoted companies carry higher risk than larger listed companies and can be harder to sell. The value of an investment can fall as well as rise, and you may not get back the full amount invested.