Please review the risk warnings below before considering any investment

Providing financial security for your family is one of life’s goals. But without careful planning, the impact of inheritance tax may reduce the total value of an estate.

IEP Classic is an estate planning service which seeks to preserve and grow the value of an investment whilst mitigating the impact of inheritance tax (IHT).

IEP Classic Cover is a new service that combines the features of IEP Classic with insurance cover for eligible investors who are concerned about the potential impact of IHT on the value of their investment should they die within the two year Business Relief (BR) qualification period. If eligible, this cover gives protection of 40% on an initial investment amount of up to £500,000 (net of initial investment and dealing fees).

Reduced Additional Annual Fee

Until 31 March 2019, we are reducing the Additional Annual Fee by 1% for the first two years of investment in IEP Classic Cover. Normally 3.24%, currently 2.24%

This reduced fee is applicable to the Additional Annual Fee for subscription to IEP Cover Products, the discounted fee is valid on receipt of client subscription amount before or on the 31 March 2019.

If you have any questions about the IEP Classic and IEP Classic Cover services please contact us on 020 7319 4291 or email hello@theingeniousgroup.co.uk.

IEP Classic and IEP Classic Cover - Overview >>

IEP Classic and IEP Classic Cover - Brochure >>

IEP Classic - Application form for advised retail clients >> 

IEP Classic Cover - Application form for advised retail clients >> 

IEP Classic - Application form for non-advised retail or introduced clients >>

IEP Classic Cover - Application form for non-advised retail or introduced clients >> 

 

Ingenious is a trading name of Ingenious Capital Management Limited which is authorised and regulated by the Financial Conduct Authority under Firm’s Reference Number 562563.

The value of an investment may go down as well as up and the client may not get back the full amount invested. Past performance is not a guide to future performance and may not be repeated. Tax treatment depends on the individual circumstances of each client and may be subject to change in future. The risks of eligibility for, and recovery under, the insurance policy for investors in IEP Classic Cover as detailed in the brochure.

Investments made by the Manager are in unquoted companies and are therefore likely to have less liquidity than listed shares.