myIngenious

myIngenious

myIngenious is our online portal that allows Ingenious investors and their advisers to access all reporting and communications in one convenient place. 

New investors and their advisers will receive details on how to sign up for myIngenious shortly after an investment is made. 

myIngenious

Frequently asked questions

What to do if my client passes away?

We understand that dealing with an investment following a client’s death can be complex. We are here to support advisers and personal representatives throughout the process and can provide information to help inform the decisions that need to be made. Please notify us as soon as possible when a client passes away. We will explain the information and documentation required and work with you and the personal representatives to help progress the administration of the investment.

Before requesting an exit or realisation of the investment, it may be helpful to consider how the investment fits within the beneficiaries’ wider inheritance tax and estate planning position. Depending on the circumstances, retaining the investment may preserve Business Relief that could otherwise be lost on disposal. In particular, where qualifying business property (such as Ingenious Estate Planning shares) has been inherited, Business Relief may in certain circumstances remain available on a subsequent transfer even where the beneficiary has not owned the investment for the usual qualifying period. An early sale or realisation could affect the availability of this relief and should therefore be considered as part of the overall estate planning process.

We would be pleased to provide further factual information on the investment and the options available to assist you in considering the position with your client and/or their personal representatives before any decision is made.

How do I register?

Visit the sign in page to register for myIngenious. 
If you are a new user or using myIngenious for the first time since April 2026, visit the myIngenious sign in page and click on ‘Sign up now’. Once you have entered your registered email address, you will receive a sign in security code to this email address. Please check your spam and junk folders if this is not visible in your inbox. Enter this code and then follow the simple registration steps to set your password. 

I remember accessing myIngenious before, why do I need to register again?

myIngenious was upgraded in April 2026. As part of this upgrade, enhanced security measures were introduced, which means that the previous login details are no longer valid. All users will need to follow a quick sign up process to regain access to the platform as detailed above under ‘How do I register?’. 

Where can I find my documents?

Go to the ‘Documents’ tab at the top left of your screen. Use the options on the top to filter your view (advisers can filter by investment and view by client).

Can I request copies of my documents by email?

As maintaining the security of client data is of critical importance, we provide all personalised reporting through secure password access rather than by email attachment.  

I’ve already registered but I forgot my email address

If you would like a reminder of the email address registered on your account or wish to update it, please contact our Client Services Centre. A member of the team will carry out the required security checks before assisting you further.

How do I update my contact or adviser details?

  •  Log in to myIngenious 
  • Click on the dropdown next to your name to select ‘My information’.  
  • Click on Edit to update your contact details then click Save. 
  • Navigate to Adviser details on the left of your screen to edit their details, then click Update.

How can I update my bank details?

• Complete and sign this account details form
• Send the form by email to clientservices@theingeniousgroup.co.uk

Communications

Film Sale and Leaseback Partners Communication

Dated 13 October 2025 

On 13 October 2025, investors in various film sale and leaseback partnerships were sent communications regarding the payment of distributions and the availability of a distribution statement on myIngenious.

As applicable, an email was also sent from clientservices@theingeniousgroup.co.uk with a secure link to enable investors to confirm their identity and address as we are required to refresh our checks due to regulatory requirements.

The link will take you to GBG Group, which is a market-leading identity verification provider. Please see their website for further information: GBG | Identity Verification and Fraud Prevention Solutions (gbgplc.com)

Investors who have opted to receive hard-copy correspondence have been sent a letter with the necessary documents to complete as necessary.

You can find more details about how we treat your information here: www.theingeniousgroup.co.uk/privacy-policy

If you have any questions, please email clientservices@theingeniougroup.co.uk with the subject Identity Information Process.

Phoenix Film Partners Communication

Dated 11 March 2025

On 11 March 2025, investors in Phoenix Film Partners LLP were sent communications regarding the payment of distributions and the availability of a distribution statement on myIngenious.

As applicable, an email was also sent from clientservices@theingeniousgroup.co.uk with a secure link to enable investors to confirm their identity and address as we are required to refresh our checks due to regulatory requirements.

The link will take you to GBG Group, which is a market-leading identity verification provider. Please see their website for further information: GBG | Identity Verification and Fraud Prevention Solutions (gbgplc.com)

Investors who have opted to receive hard-copy correspondence have been sent a letter with the necessary documents to complete as necessary.

You can find more details about how we treat your information here: www.theingeniousgroup.co.uk/privacy-policy

If you have any questions, please email clientservices@theingeniougroup.co.uk with the subject Identity Information Process.

Inside Track Film Partnership Communications

Dated 4 February 2025 and 26 February 2025

On 4 February 2025 and 26 February 2025, investors in Inside Track Productions LLP, Inside Track 2 LLP and Inside Track 3 LLP were sent communications regarding the payment of distributions and the availability of a distribution statement on myIngenious.

As applicable, an email was also sent from clientservices@theingeniousgroup.co.uk with a secure link to enable investors to confirm their identity and address as we are required to refresh our checks due to regulatory requirements.

The link will take you to GBG Group, which is a market-leading identity verification provider. Please see their website for further information: GBG | Identity Verification and Fraud Prevention Solutions (gbgplc.com)

Investors who have opted to receive hard-copy correspondence have been sent a letter with the necessary documents to complete as necessary.

You can find more details about how we treat your information here: www.theingeniousgroup.co.uk/privacy-policy

If you have any questions, please email clientservices@theingeniougroup.co.uk with the subject Identity Information Process.

Film Partnerships Distribution Communications

Dated 17 October 2024 and 26 February 2025

On 17 October 2024 and 26 February 2025, investors in Ingenious Film Partners LLP and Ingenious Film Partners 2 LLP were sent communications regarding the payment of distributions and the availability of a distribution statement on myIngenious.

An email was also sent from clientservices@theingeniousgroup.co.uk with a secure one-use link to enable investors to confirm their identity and address as we are required to refresh our checks due to regulatory requirements.

This is a one-use secure link which will expire – please only click on it when you are ready to submit your documents. If the link expires, please email us and we will generate a new link within 24 hours.

The link will take you to GBG Group who are a market-leading identity verification provider. Please see their website for further information: GBG | Identity Verification and Fraud Prevention Solutions (gbgplc.com)

Investors who have opted to receive hard copy correspondence have been sent a letter with the necessary documents to complete.

You can find more details about how we treat your information here: www.theingeniousgroup.co.uk/privacy-policy

If you have any questions, please email clientservices@theingeniougroup.co.uk with the subject Identity Information Process.