Inheritance Tax (IHT) mitigation after just two years.
THE GENERATIONS STRATEGY TARGETS:
RAPID IHT RELIEF
The Generations Service is a non-UCIS discretionary investment management service which arranges investment into potentially Business Property Relief (BPR) qualifying companies with Inheritance Tax (IHT) mitigation after a maximum of two years.
The primary objective is to offer investors a high degree of capital security and liquidity while targeting returns which are comparable to asset classes such as cash deposits.
To deliver this a broad spread of leases and infrastructure financing arrangements are targeted principally with public sector organisations and good quality companies.
For full details of the Service please see the Brochure and Investor Agreement.
Tax treatment depends on individual circumstances and may be subject to change in the future. Past performance is no guide to future performance and investors may lose some or all of their capital.
- Target Return: Stable, predictable Cash Plus returns
- Investment Levels: £50,000 initial: Multiples of £10,000 subsequently, no maximum
- Liquidity: Quarterly + 90 days
- Initial Charge: 2.5%
- Annual Management Charge: 1.5%
- Dealing Out Charge: 1%