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Designed to provide companies with an attractive investment opportunity that can deliver IHT benefits to its shareholders and their beneficiaries

The manager aims to deliver 6 key benefits to investors:

Carefully managed

Preserve and increase the value of an investment whilst carefully managing risk

Low volatility

Seeking steady growth with low volatility and sensitivity to market sentiment

Optimised tax

Mitigate the impact of Inheritance Tax (IHT) for the shareholders of the investor and their beneficiaries

Flexibility to

Retain access to and control of the investment in case circumstances change


Our highly competitive fees and charges don’t unnecessarily erode investment returns

Supportive of ESG1

We believe investments should be undertaken in a sustainable and responsible way, underlined by robust corporate governance

1ESG: Environmental, Social, Governance

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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.