Meeting the Inheritance Tax Challenge0
Inheritance Tax (IHT) legislation, set against property values, means this tax remains a challenge for many. Our IHT solution uses Business Relief for a swifter route to IHT exemption after just two years (and if held at death).
Three investee firms provide access to a wide range of opportunities:
Lyell Trading: property development finance
Sedgwick Trading: renewables investment
Henslow Trading: asset-backed finance
Each client can choose from four model portfolios. This means each can find what’s right for them in terms of sustainable investing, their objectives and risk profile.
Ethical: focus mainly on renewables and low carbon projects, target return of 3%*
Balanced: focus on capital preservation, target return of 4%*
Balanced Growth: focus on capital preservation with growth, target return 4.5%*
Growth: focus on growth, target return of 5%+*
*All target returns net of costs and charges
We only take an annual management fee of 0.5% +VAT after we have achieved the minimum target return on the model portfolio a client selects.
Clients retain access to and control of capital, enabling withdrawals if their situation changes. They can also take regular payments or leave capital invested.
Capital at risk.