Designed to provide companies with an attractive investment opportunity that can deliver IHT benefits to its shareholders and their beneficiaries
The manager aims to deliver 6 key benefits to investors:
Carefully managed
returns
Preserve and increase the value of an investment whilst carefully managing risk
Low volatility
Seeking steady growth with low volatility and sensitivity to market sentiment
Optimised tax
efficiency
Mitigate the impact of Inheritance Tax (IHT) for the shareholders of the investor and their beneficiaries
Flexibility to
adapt
Retain access to and control of the investment in case circumstances change
Competitively
priced
Our highly competitive fees and charges don’t unnecessarily erode investment returns
Supportive of ESG1
objectives
We believe investments should be undertaken in a sustainable and responsible way, underlined by robust corporate governance
1ESG: Environmental, Social, Governance
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.
