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Ingenious Estate Planning (IEP)
Please note that the availability of Business Relief from Inheritance Tax and Investors’ Relief for capital gains tax will be subject to the changes announced in the Autumn 2024 budget.
Ingenious Estate Planning (IEP) is designed to deliver financial and well-being benefits through a straightforward investment strategy, in a tax-efficient manner. Investors have a choice of three entry points: IEP Apex, IEP Classic, and IEP Private Real Estate, depending on their personal circumstances and preferences.
Find out more about Ingenious Estate Planning
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INGENIOUS ESTATE PLANNING SERVICE
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More information about the potential benefits and risks can be found in the relevant 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.
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.