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10 Nov 2022 | 2 min read
This article is for professional investors only, and not intended for retail investors.
With the first FCA Consumer Duty deadline in October, there has never been a better time to ensure you’re matching the right products to your clients’ needs.
When it comes to business relief and ensuring complete IHT mitigation, IEP Apex is a Business Relief (BR)-qualifying service that includes complimentary IHT cover for the initial 2-year qualifying period paid for by the Manager. That means no additional cost to investors, or impact on returns, as well as removing risks associated with IHT qualifying periods.
How IEP Apex aligns with the new Consumer Duty
The new Consumer Duty requires firms to ‘act to deliver good outcomes for retail customers’. IEP Apex is designed to align with the Consumer Duty requirements by:
Delivering good outcomes
By removing risks associated with IHT qualifying periods.
Avoiding foreseeable harm
The risk of IHT planning failing as a consequence of early death is now avoidable, without an impact on returns from fee-based life insurance add-ons.
Demonstrating outcomes
Effective estate planning relies on mitigating the effects of IHT. IEP Apex enables advisers to demonstrate how this can be achieved.
Price and value
IEP Apex offer a comprehensive solution at what we believe to be some of the lowest fees in the market. Considering its unique utility, it’s arguably a great example of fair value.
To learn more about IEP Apex, and its additional care service, click below, and one of our team members will be in touch.
