Private Equity & EIS: UK Inheritance Tax Planning | Advanced Estate Strategies

Could private equity and the Enterprise Investment Scheme (EIS) have a role in your UK inheritance tax and estate planning strategy? Private equity and EIS investments can introduce opportunities, risks and tax considerations that differ significantly from traditional investments. In this instalment of the Advanced Estate Planning Strategies series, Ranjeet Singh of Estate Architect explores Private Equity and EIS as subjects to consider within a wider wealth preservation and estate planning framework. Key areas to understand: What private equity means for investors and families. How the Enterprise Investment Scheme (EIS) works. The relationship between investment structures and inheritance tax planning. Potential tax reliefs and their eligibility conditions. Investment risk, liquidity and long-term planning. Why individual investment decisions should be coordinated with your overall estate strategy. Important: EIS tax reliefs are subject to specific conditions. EIS qualification does not automatically mean an investment qualifies for inheritance tax relief. Eligibility for Business Relief, where applicable, must be assessed separately under the relevant rules. Effective estate planning requires more than identifying a tax-efficient investment. It requires understanding how assets, ownership, beneficiaries, liquidity and professional advice fit together. 📘 FREE ESTATE PLANNING RESOURCES Explore Estate Architect resources, guides and educational material: https://insights.estatearchitect.uk 🎧 LISTEN TO THE ESTATE ARCHITECT PODCAST https://www.estatearchitect.uk/podcast 🎥 WATCH NEXT International Trusts & UK Inheritance Tax | Advanced Wealth Structuring https://www.youtube.com/watch?v=F1D2kQ0_SB0 ABOUT ESTATE ARCHITECT https://www.estatearchitect.uk/ IMPORTANT INFORMATION This video is provided for general educational and informational purposes only and does not constitute financial, investment, pension, legal or tax advice or a personal recommendat

Added 20 Oct 2026