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Ingenious Estate Planning (IEP) Private Media is a comprehensive service designed to deliver financial and well-being benefits through a straight-forward investment strategy, in a tax-efficient manner.

Ingenious seeks to deliver 7 key benefits to IEP investors

Carefully managed

Preserving and increasing wealth whilst carefully managing risk

Low volatility

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 objectives

Investments in the UK’s media sector support the creation of diverse content and employment within the sector which tends to employ a high volume of highly experienced freelance workers

1Tax Efficient Review, March 2020 & June 2021

2Environmental, Social and Governance

Investment strategy

The primary objective of IEP Private Media is to invest in one or more portfolio companies that undertake a lending trade within the media sector. This includes television productions, films, music, live events and other areas of the media sector that provide a compelling opportunity.

Loans are secured against


Specific assets, for instance existing receivables and against estimates of future receivables from the exploitation of assets, such as sales of a film or television series


Company cash flows arising from part or all of a telecommunications, media and technology (TMT) company’s wider business

This investment strategy takes advantage of some compelling market themes.

Why media?

UK creative industries are global and recognised as being world class, incorporating sectors such as film, television, music, video games, theatre, publishing, live events and beyond. Significant advances in technology and telecommunications mean that great content is now available at the click of a button or swipe of a finger in our homes 24 hours a day, 7 days a week.

The Opportunity

Proliferation of smart devices

More and more people own a smart device, be it a mobile phone, tablet, laptop or equivalent, with the ability to download or stream high quality content. The cost and capability of these devices mean people are accessing more content in more ways than ever before.

Greater connectivity

Technology has reduced the cost of creating, distributing and storing content, making it possible for creators to reach a global audience in ways that were never previously possible.

Building brand loyalty with your audience

Beyond the expectation of being able to download and watch 24/7, there remains strong audience demand to connect with their favourite artist or programme in a range of different ways, such as shared live experiences.


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 and printer friendly documents can be found in the document library.

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Important information

Past performance is not a guarantee of future returns. As with any investment, there are inherent risks involved in investing in any of our products and money invested may both increase or decrease in value and your capital is at risk. There is no guarantee that you will be repaid all of your invested capital.

No Ingenious Group company provides or is authorised to provide investment or tax advice.