Ingenious Estate Planning (IEP) Classic is a comprehensive service designed to deliver financial and well-being benefits through a straight-forward investment strategy, in a tax-efficient manner.
Ingenious seeks to deliver 7 key benefits to IEP investors
Carefully managed
returns
Preserving and increasing wealth whilst carefully managing risk
Low volatility
Seeking steady growth with low volatility compared to Business Relief (BR)-qualifying AIM Index, which can be more sensitive to market sentiment
Optimised
tax-efficiency
Mitigate against the impact of Inheritance Tax (IHT) on death and Capital Gains Tax (CGT) on earlier disposal
Flexibility to adapt
Retain access and control of your investment in case circumstances change
Not just an
investment
Plan for complex health or care needs with a care advisory service
Competitively
priced1
Pay less than most other comparative services for a more comprehensive solution
Supportive of ESG2
objectives
We believe investments should be undertaken in a sustainable and responsible way, underlined by robust corporate governance
1Tax Efficient Review, March 2020 & June 2021
2Environmental, Social and Governance
Telecommunications, media and technology (TMT)
Real estate
Infrastructure
The primary objective of IEP Classic is to invest in one or more portfolio companies that undertake a trading activity, currently focusing on the TMT, real estate and infrastructure sectors. The weighting to each sector can change over time, meaning all of the investment may be in one single sector, or across two or three.
Trading activity can include
Lending secured against specific assets, for instance a property development, a clean energy plant or estimated future receivables from the exploitation of assets, such as sales of a film or television series
Lending secured against company cash flows, for instance cash flows arising from part or all of a TMT company’s wider business
Owning, operating and selling income generating assets such as solar plants, wind farms or anaerobic digestion plants, which benefit from government tariffs that set a minimum payment for a portion of the power generated
Find out more about each sector in the IEP Private strategies’ dedicated web pages.
More information about the potential benefits and risks can be found in the Brochure, Investor Agreement and Application Form.
There is no guarantee that shares issued to you will be wholly or partly Business Relief or Investors’ Relief qualifying at the date of a future transfer of your shares. Tax rules could change in the future and the value of any tax relief will depend on your personal circumstances.
We require investors to take financial advice before completing an application for Ingenious Estate Planning.
Application Forms for joint investors and printer friendly documents can be found in the document library.
Past performance is not a guarantee of future returns. As with any investment, there are inherent risks involved in investing in any of our products and money invested may both increase or decrease in value and your capital is at risk. There is no guarantee that you will be repaid all of your invested capital.
No Ingenious Group company provides or is authorised to provide investment or tax advice.
