Preserve and increase the value of an investment whilst carefully managing risk
Seeking steady growth with low volatility and sensitivity to market sentiment
Mitigate the impact of Inheritance Tax (IHT) for the shareholders of the investor and their beneficiaries
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
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.