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).
Diverse Opportunities
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
Choice
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
Value
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.
Control
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.
