Preserving and increasing wealth whilst carefully managing risk
Seeking steady growth with low volatility compared to Business Relief (BR)-qualifying AIM Index, which can be more sensitive to market sentiment
Mitigate against the impact of Inheritance Tax (IHT) on death and Capital Gains Tax (CGT) on earlier disposal
Flexibility to adapt
Retain access and control of your investment in case circumstances change
Not just an
Plan for complex health or care needs with a care advisory service
Pay less than most other comparative services for a more comprehensive solution
Supportive of ESG2
We believe investments should be undertaken in a sustainable and responsible way, underlined by robust corporate governance
Telecommunications, media and technology (TMT)
Lending secured against specific assets, for instance a property development, a clean energy plant or estimated future receivables from the exploitation of assets, such as sales of a film or television series
Lending secured against company cash flows, for instance cash flows arising from part or all of a TMT company’s wider business
Owning, operating and selling income generating assets such as solar plants, wind farms or anaerobic digestion plants, which benefit from government tariffs that set a minimum payment for a portion of the power generated
More information about the potential benefits and risks can be found in the Brochure, Investor Agreement and Application Form.
There is no guarantee that shares issued to you will be wholly or partly Business Relief or Investors’ Relief qualifying at the date of a future transfer of your shares. Tax rules could change in the future and the value of any tax relief will depend on your personal circumstances.
We require investors to take financial advice before completing an application for Ingenious Estate Planning.
Application Forms for joint investors can be found in the document library.