Carefully managed returns
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
Supporting the UK’s transition to net zero to combat climate change
Climate change is one of the biggest challenges facing our world. The UK Government has set ambitious targets to transition from fossil fuels to low CO2 energy systems in support of a greener and more sustainable future. This presents a wide range of investment opportunities for knowledgeable investors.
More efficient and less polluting transport networks
New approaches to energy generation, storage, distribution and supply
Resource efficiency that propels the UK’s transition to become a circular economy, through improved waste disposal and utilisation
A digital infrastructure that can support smarter energy systems for our homes and cities
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.