This article is for professional investors only, and not intended for retail investors.
With the new Consumer Duty rules focusing minds on outcomes, fair value, and avoiding foreseeable harm, we are seeing advisers seeking solutions aligned with these values and, in particular, IEP Apex and the unique benefits it offers investors.
So what is it that makes Apex so attractive?
Advisers have told us that mitigating the effects of IHT is their top-ranked factor when advising on estate planning2, and that speed of IHT mitigation is the primary motive for recommending BR-qualifying investments3. So, new services that remove the risk of planning failure in the first two years are a game-changer, especially when it is achieved without additional costs to investors.
That’s why we’re seeing advisors turning away from high cost, low value business relief services in favour of services that mitigate IHT risk from day one of share allotment.
If Consumer duty and delivering good outcomes for customers is a priority for your and our firm, isn’t it time you turned to Apex?
1Tax Efficient Review, June 2021
2 Ingenious survey 2022
3 PFS/Ingenious 6 Golden Rules webinar live poll 2021
To learn more about IEP Apex, and its additional care service, click below, and one of our team members will be in touch.