This article is for professional investors only, and not intended for retail investors.
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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.
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.
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:
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.