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ABOUT INGENIOUS
I
ngenious has built up an enviable
track record of success over our 17 year
history. We have raised and deployed
over £8 billion, £800 million of which
was into BPR qualifying companies.
We pride ourselves on our deep sector
expertise and have a track record
of delivering innovative, efficiently
structured investment opportunities.
We specialise in three key areas, Media,
Clean Energy and Real Estate.
We recognise the importance of
strong, long-lasting relationships
with our advisers, conducted with the
utmost integrity and based upon clear
communication, aligned objectives
and an unrivalled level of support
throughout the investment process.
We offer in-depth adviser support.
We provide assistance in the form of
client and in-house seminars, training,
interactive workshops and one-to-
one sessions. We would be delighted
to discuss how we can help you to
advise your clients in relation to our
investments and unlock new revenue
streams for your business.
TRACK RECORD AND OUR
PRODUCTS
Aside from our size and scale, what
separates us from the marketplace is
the longevity of our track record. We
have formed and managed over 230
BPR qualifying companies. To date,
there have been over 140 deaths of
individuals who invested in Ingenious
Estate Planning services. To our
knowledge, HMRC has not declined any
related BPR claims. The performance to
date across all of the Ingenious Estate
Planning services is fully in line with our
published target returns.
We currently offer two EIS qualifying
investments – Ingenious Broadcasting
2015/16 and Shelley Media 2015/16.
We also offer three Ingenious Estate
Planning solutions – IEP Classic, our
simple BPR planning tool, IEP Private,
which allows investors to tailor their
investment allocation to suit personal
goals, and IEP Care.
We have listened to our adviser contacts
– their clients are particularly worried
about the cost of potential long term
care, but do not wish to leave too much
of their estate exposed to inheritance
tax (IHT). As such, we have created IEP
Care. This is an innovative solution
that protects clients from IHT but also
offers enhanced liquidity should the
need for care arise, plus access to an
independent care consultant, Grace
Consulting, should advice be required
on the practicalities of going into care.
This service is provided completely
free of charge from the moment clients
invest, ensuring that all of their care
needs are met.
OUR INVESTMENT APPROACH
Ingenious Estate Planning aims to deliver
IHT exemption for investment after two
years (or sooner, if Replacement BPR),
preserve the value of an investment,
deliver steady growth and allow
investors to withdraw funds if needed.
Funds are invested into BPR qualifying
companies that operate in our core
sectors of media, clean energy and
real estate. The board of each BPR
Company is populated by Ingenious
executives with extensive experience
in operating trading companies, asset
backed finance and fund management
who will ensure that a suitable balance
is maintained in the trading activities
between diversification, growth and
liquidity, allocating resources between
the approved trading strategies
accordingly.
The companies selected by Ingenious will
operate under trading strategies that:
Demonstrate clearly defined,
predictable returns
Follow transparent, well understood
investment models
Suit IEP’s focus on capital
preservation and steady growth
Our primary goal is to limit risk for each
investor as far as possible. Safeguards
include:
Ensuring that the share capital for
each BPR Company is funded exclusively
by subscriptions executed by the
Manager from investments in IEP to
avoid conflict with third party
investment
Closely monitoring the activities of
each BPR Company and placing senior
employees of the Ingenious Group on
the board of each BPR Company
Requiring each BPR Company to
follow the Manager’s chosen trading
strategy
Ensuring that each transaction
undertaken by a BPR Company is
subject to approval by an advisory
committee of experienced investment
executives
Supporting each BPR company with
specialist Ingenious fund management
teams to assist in sourcing, evaluating
and closing suitable transactions
Our Estate Planning Service is overseen
by a highly experienced Advisory
Committee and a specialist Fund
Management Team. The Service is
supported by Ingenious’ extensive
professional infrastructure (including
full service finance, tax, company
secretarial, legal and transaction
management teams).
“At Ingenious, we believe that planning for the possibility of long term
care is the vital first step in estate planning. With government figures
indicating that one in four of us will require care, sound financial
planning has never been more important”
TimO’Shea, Ingenious
+44 (0)20 7319 4290
