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
returns


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
efficiency


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

Flexibility to
adapt


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

Competitively
priced


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

Supportive of ESG1
objectives


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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More information about the potential benefits and risks can be found in the Brochure, Investor Agreement and Application Form.

There is no guarantee that your investment will be wholly or partly Business Relief qualifying at the date of a future transfer. 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 Corporate Growth Service.

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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.