[ INGENIOUS INVESTMENTS]

Ingenious Estate Planning

Please review the risk warnings below before considering any investment

Minimum investment: £50,000
Suitable for: Estate Planning
Anticipated returns:
Conservative Strategy: 1% - 2% p.a. above Bank of England base rate
Income Strategy: 5% - 7.5% p.a.
Investors can choose a blend of these two strategies to suit their estate planning needs

Ingenious Estate Planning (IEP) presents an opportunity for investors to obtain 100% relief from IHT after only two years. IEP is designed to provide investors with a simple, flexible and robust estate planning tool which allows access to, and control over, the capital and income of the investment.

Conservative Strategy

The Manager will select BPR qualifying investments with predictable income streams supported by robust assets and high quality counterparties offering conservative levels of return (1-2% p.a. above Bank of England base rate) commensurate with the lower risk nature of the trades.

Investors can choose to receive regular annual payments and can request emergency payments at any time of up to £50,000, available within one week. The entirety of the investment should be available to investors or their beneficiaries within 1 to 3 months of an exit notice.

Income Strategy Option

New to IEP is a “Income” investment strategy option which will complement the “Conservative” strategy outlined above. The Income strategy is designed to deliver annual growth of 5-7.5% by targeting low volatility asset-backed investments. The IEP service now offers two distinct strategies and investors can select either strategy or a blend of the two, giving a high level of flexibility. The original “Conservative” strategy described above remains unchanged.

|Ingenious Estate Planning - Executive Summary (265Kb)| |Ingenious Estate Planning - Information Memorandum (517Kb)| |Ingenious Estate Planning - Investor Agreement (168Kb)| |Ingenious Estate Planning - Application Form A (423Kb)| |Ingenious Estate Planning - Application Form B (410Kb)|