returns, 2 years running1
Targets a steady long-term return of 5-7% per annum, net of fees
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
Pay less than most other comparative services for a more comprehensive solution
Supportive of ESG2
Supporting a Government priority to deliver quality housing across the UK and member of the UK Green Building Council
The primary objective of IEP Private Real Estate is to invest in one or more portfolio companies that undertake a lending trade. Loans are provided to experienced developers, who will then deliver the scheme on time and on budget.
Given the scale of the UK real estate market, this objective allows the team to be highly selective in the developers and projects they lend to.
Land and buildings are intrinsic to our daily lives, providing the spaces in which we live, work and relax. And they offer an investment opportunity that we can relate to. No complicated algorithms or financial instruments to explain, simply an investment based on bricks and mortar.
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.