[
INGENIOUS
INVESTMENTS]
General Media Investment
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[Media Opportunities Fund 2]
Media Opportunities Fund 2 offers investors an opportunity to participate in a portfolio of investments in unquoted, high-growth companies operating in the media and creative industries sector. These will benefit from HMRC advance assurance as qualifying companies for EIS purposes. There is significant downside protection with uncapped upside potential.
Minimum investment: £10,000
Suitable for: Enterprise Investment Scheme, Personal
Target returns: 290% absolute return, tax free
]
[Ingenious Entertainment VCTs 1&2 H Share]
The Ingenious Entertainment VCTs 1&2 H Share offers access for investors to the growing UK live events and premium content market. We have developed an ongoing successful strategy for investing in a broad range of live events, such as music festivals, exhibitions and sports events. These investments seek to generate venture capital style returns with high levels of downside protection. Investors who are UK Tax Payers may benefit from 30% income tax relief on the investment. The VCTs will seek to pay regular annual tax free dividends of at least 5p per share.
Minimum investment: £3,000
Suitable for: Personal, Venture Capital Trust
Target returns: 14.3% per annum tax free
]
[Ingenious Estate Planning]
Ingenious Estate Planning presents an opportunity for investors to obtain 100% relief from IHT after only two years. The Service is designed to provide investors with a simple and robust estate planning tool which allows access to, and control over, the capital and income of the 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
]
[Shelley Media EIS 8]
Shelley Media EIS 8 provides an exciting opportunity to invest in unquoted companies creating and producing high quality films, television programmes and/or video games for worldwide markets. Utilising the Ingenious Group's expertise and relationships, previous Shelley Media EIS investee companies have been responsible for producing content for Lionsgate, Warner Home Video, HBO, Wild Bunch, Sony Pictures, Transmission (a Paramount affiliate) and Universal Television Networks. Investee companies will operate conservative business models and investors in these companies could qualify for a range of attractive reliefs offered by the EIS, including 30% income tax relief on the amount subscribed.
With a subscription deadline of 31 July 2013, delivery of EIS certificates is anticipated by January 2014.
Minimum investment: £10,000
Suitable for: Enterprise Investment Scheme, Personal
Targeted returns: 8% - 18% per annum
Impresario Festivals plc
Impresario Festivals plc has been established to create, acquire and promote live music festivals. Investors will benefit from uncapped upside potential, while a combination of EIS tax reliefs available to qualifying investors offer attractive benefits and are expected to help protect their downside risk.
Impresario Festivals plc has now successfully closed and is fully subscribed. If you would like to register your interest in the next Impresario Festivals plc, please contact Patrick Thorp on patrick.thorp@ingeniousmedia.co.uk or 020 7319 4000 or speak with your usual Ingenious contact.
Ingenious SEIS Fund
The Fund offers investors exposure to early stage and start-up companies across the media, sport and leisure and clean energy sectors. Investee Companies will be selected on the basis of their potential to deliver successful growth and attractive equity returns. The Fund will invest in Seed Enterprise Investment Scheme (SEIS) qualifying companies, thus enabling qualifying investors to claim SEIS income tax relief, capital gains re-investment relief and/or capital gains disposal relief. SEIS is a new UK Government sponsored initiative to encourage investment in the UK’s enterprise market.
Ingenious SEIS Fund has now closed. If you would like to register your interest in the next SEIS Fund please contact Daniela Jaume, on daniela.jaume@ingeniousmedia.co.uk or 020 7319 4000 or speak with your usual Ingenious contact.
The above anticipated returns are illustrative only and are based on a number of assumptions. These anticipated returns may not be a reliable indicator of future performance.