Please review the risk warnings below before considering any investment

Having spent a lifetime carefully building your legacy and making decisions on how best to provide for the financial wellbeing of your family, would you want to sacrifice control of your assets as you plan for the future?

Unfortunately, many common estate planning methods require investors to do just that in order to mitigate the impact of inheritance tax (IHT). IEP Private is different: a bespoke service that allows investors to retain control over their funds while maintaining the flexibility to tailor and adjust their allocation as their requirements change.

IEP Private Cover is a new service that combines the features of IEP Private 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 Private 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 Private and IEP Private Cover services please contact us on 020 7319 4291 or email hello@theingeniousgroup.co.uk.

IEP Private and IEP Private Cover - Overview >> 

IEP Private and IEP Private Cover - Brochure >> 

IEP Private - Application form for advised retail clients >> 

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

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

IEP Private 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 Private 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.