Ingenious has launched an estate planning solution to help Brits maximise the sum of wealth passed onto beneficiaries.
IEP Apex will give financial advisers and their clients:
- Access to Ingenious’ asset-backed lending strategy;
- Complimentary insurance cover from day one to pay for any inheritance tax (IHT) liability arising during the two-year business relief qualifying period;
- Access to a specialist care advisory service; and
- Independent annual reviews
Neil Forster, chief executive at Ingenious, said: “We’ve been working with financial advisers to understand what they and their clients want from an estate planning service: capital protection, steady returns, immediate IHT effectiveness and low costs are their priorities.
“IEP Apex has been created as a new type of estate planning service to meet their needs, building on one of the top-performing and lowest-cost services in the sector to deliver what we believe is exceptional value for money.”
Ingenious is a specialist investment manager focused on media, real estate, infrastructure and education.
