Important changes to the speed of IHT mitigation for BR-qualifying services

Do you receive third-party support for your research and due diligence?

93% of advisers told us that the speed of IHT mitigation, as well as maintaining access and control over client assets, are the primary motives when recommending Business Relief qualifying investments (BR) to clients¹

At Ingenious we have launched a new BR-qualifying service which provides peace of mind with IHT mitigation from day one of share allotment via insurance cover which is paid for by the Manager_.

Why take the risk?

---

As you likely know, planning success for BR-qualifying services has traditionally been contingent upon investors surviving two years or paying for additional insurance cover, which could be as much as 13% of the capital invested. But now things have changed.

Clients no longer have to wait two years for their IHT investment plans to become fully effective

---

When it comes to business relief and ensuring complete IHT mitigation, IEP Apex is a BR-qualifying service that includes complimentary IHT cover for the initial 2-year qualifying period paid for by the Manager. That means no additional cost to investors or impact on returns, as well as removing risks associated with IHT qualifying periods.

Additional benefits with IEP Apex:

• INVESTMENT PERSONALISATION – IEP Apex is one of a few discretionary managed portfolio services that allows the investor the choice of tailoring the investment focus to meet their own objectives and preferences.

• ACCESS TO MARKET LEADING RETURNS – IEP Apex’s investment allocation gives investors access to Ingenious’ market-leading real estate secured lending strategy². Third-party analysis conducted by Tax Efficient Review shows that investors over a five-year period have received an actual total return of £128,000 from £100,000 invested².

• IEP APEX INCLUDES COMPLIMENTARY ACCESS TO IEP CARE SERVICE – Like all IEP services, IEP Apex also provides complimentary access to a professional care advice service, Grace Consulting, providing 24/7 access to professional advice for any care needs your clients have, targeting better care and better value for investors and their families.

If you haven’t considered IEP Apex for your client’s IHT requirements, now is the time to do so.

¹ Ingenious survey 2022

² Tax Efficient Review, June 2021

Age and health restrictions apply. Refer to brochure for limits.

To learn more about IEP Apex, and its additional care service, click below, and one of our team members will be in touch.