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. Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment. Take 2 mins to learn more.

Ingenious Estate Planning investor illustration tool

This page is for professional use only and is not appropriate for Retail Clients.

Welcome to the Ingenious Estate Planning (IEP) investor illustration tool. Here you can produce personalised illustrations of how your clients’ investments might perform over time, taking into account investment performance, the impact of fees and potential withdrawals.

Please note that it is the adviser’s responsibility to ensure all the information entered into this form is correct.

START YOUR PERSONALISED ILLUSTRATION

HOW DOES IT WORK?

Enter your and your client’s details so that the illustration can be personalised to them

Select the IEP service for which you would like to run an illustration

Confirm any adviser charges you would like to include in the illustration

If your client would like to make regular withdrawals on the investment, you can include these

Check the information and submit. If you would like to complete a second illustration for the same client, you can also choose to do this

Receive the personalised illustration(s) via email

START YOUR PERSONALISED ILLUSTRATION
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Building your illustration…

About you and the potential investor

Enter your and your client’s details so that the illustration can be personalised to them.

*Indicates mandatory field

Valid Adviser name is required.
Valid Adviser firm is required.
Valid investor name is required.
Please enter a valid email address.
Please enter a valid email address.
Valid investor name is required.

For technical support, please contact us at marketingteam@theingeniousgroup.co.uk.

A copy of the illustration will be sent to your email address and the Ingenious team so that we can assist with any further information or support you might require. You can find more details about how we treat your information in our
privacy policy.

By using this illustration tool, you confirm that you are a regulated financial adviser and agree to our Terms of Use. This illustration acts as a summary of information only. Advisers should consult with their clients to discuss their personal situation and the suitability of any investment decision.

About the investment

Select the investment service you would like to base this illustration on*.

*Indicates mandatory field

You can complete an illustration for this client for a second service at the end of the tool.

For IEP Apex investments, eligibility criteria apply, please refer to the brochure for further details. Insurance will cover the first £500,000 invested only. The illustration will reflect this.

Please confirm the amount you would like to base this illustration on, before fees or performance are taken into account.

Please enter a value.

If you indicate that the investment is Replacement Business Relief, the illustration will assume that the two-year Business Relief-qualifying period has already been achieved.

Performance

The long-term investment target of N/A is N/A per annum, net of fees. To show your client a range of potential scenarios, we have selected the lower, middle and upper bound of this target to appear on your illustration. We will also include a comparison for holding the investment in cash. These are as follows:

0.2%

Cash

N/A

Lower target

N/A

Middle target

N/A

Upper target

By using this illustration tool, you confirm that you are a regulated financial adviser and agree to our Terms of Use. This web page acts as a summary of information and investors should consult a regulated adviser to discuss their personal situation and the suitability of any investment decision.

Fees and charges

*Indicates mandatory field

The charges paid to the Manager or Custodian will be included in the illustration. These are set out below and more information can be found in the investment brochure, which can be found in our document library.

One-off charges

paid to the Manager

Ingenious Investment Fee: 1.5%

Ingenious Dealing Fee: 1%

 

Ongoing charges

paid to the Manager and Custodian

Ingenious Management Fee: 1%

Ingenious Administration Fee: 0.25%

Custodian charge: 0.1%

One-off and ongoing adviser charges are determined by the adviser, so please fill in this section if you would like to include your own fees on the illustration.

Please enter a valid value.
Please enter a valid value.
0yr
10yr

0 Years

Note: the illustration will be run for a holding period of ten years.

By using this illustration tool, you confirm that you are a regulated financial adviser and agree to our Terms of Use. This web page acts as a summary of information and investors should consult a regulated adviser to discuss their personal situation and the suitability of any investment decision.

Withdrawals

*Indicates mandatory field

If the investor would like to make regular withdrawals, please indicate this below:

Please enter a valid value.
0yr
10yr

0 Years

Note: the illustration will be run for a holding period of ten years.

By using this illustration tool, you confirm that you are a regulated financial adviser and agree to our Terms of Use. This web page acts as a summary of information and investors should consult a regulated adviser to discuss their personal situation and the suitability of any investment decision.

Review your details

About you and the potential investorEdit

Adviser name

N/A

Adviser firm

N/A

IRN (Individual Reference Number)

N/A

Adviser email

N/A

Potential investor name

N/A

About the investmentEdit

Service

N/A

Investor type

N/A

Initial investment amount

N/A

Is this Replacement Business Relief?

N/A

Fees & chargesEdit

One-off adviser charge:

N/A

Ongoing adviser charge:

N/A

Duration of ongoing adviser charge:

N/A

Fees & chargesEdit

Include an annual withdrawal amount:

N/A

Annual withdrawal amount:

N/A

Duration of annual withdrawal

N/A

By using this illustration tool, you confirm that you are a regulated financial adviser and agree to our Terms of Use. This web page acts as a summary of information and investors should consult a regulated adviser to discuss their personal situation and the suitability of any investment decision.

Thank you for submitting your illustration request. Your illustration should be in your inbox in the next ten minutes. If you do not receive your illustration in this time, please check your junk folder before notifying us at marketingteam@theingeniousgroup.co.uk.

RUN A NEW ILLUSTRATION
RUN A NEW ILLUSTRATION WITH PREVIOUS DETAILS