Intelligent Partnership Meet the Manager Interview

Tom Lloyd-Jones, CIO of Zenzic Capital recently sat down with Guy Tolhurst of Intelligent Partnership to talk through all things real estate and how the Zenzic Estate Planning Service differentiates from other Business Relief managers.

Interview with Tom Lloyd-Jones

On July 17th, we conducted a live interview with Tom Lloyd-Jones, CIO of Zenzic Capital and Ben McMeekin from Sapphire Capital Partners. During the discussion, Tom and Ben highlighted the unique features of ZEPS, and Tom shared his insights on the current macroeconomic environment, and explained how to implement a core/satellite strategy in your asset … Read more

Live Interview with Tom Lloyd-Jones

Join us for a live interview on 17th July at 11am with Tom Lloyd-Jones, Chief Investment Officer at Zenzic Capital, as he delves into the Zenzic Estate Planning Service (ZEPS). Discover how ZEPS helps investors acquire shares in UK real estate lending businesses, offering potential capital growth, income, and significant inheritance tax relief. Gain insights … Read more

Global Female Fund Founders Podcast with Nadine Buckland

Zenzic’s CEO, Nadine Buckland was featured on the Global Female Investors Network ‘Female Fund Founders’ podcast series. She discusses with Amanda Pullinger her unconventional pathway to investing, and how her formative years gave her the insights, support and stamina necessary to build an investment career, ultimately leading to the formation of Zenzic with Tom Lloyd-Jones. 

Investment Options highlighted by Intelligent Partnership

We were recently highlighted in Intelligent Partnership’s Tax Efficient Spotlight, showcasing the investment options available with ZEPS. If you are looking for capital growth, income or a blend, ZEPS has options to suit your needs. For further information, see our Strategy page where we explain this unique functionality

Business Relief Industry Update

We are delighted to once again feature in Intelligent Partnership‘s latest Industry Update. Thomas Lloyd-Jones, our Chief Investment Officer shares his views on the current interest rate environment, the growth prospects for UK PLC and the impact on real estate. Read the full Industry Update here: https://lnkd.in/e8eSfySX

New Report: Business Relief (BR) Update 🚀

There’s so much speculation and discussion on the two principal political parties’ approach to #IHT. IHT receipts are on course for another record year but what is actually likely to happen? Find out more in our latest BR update, which brings you news on regulations and policies impacting the tax-advantaged BR market, as well as thought … Read more

Intelligent Partnership Product in Focus – ZEPS

In our Product in focus article, Zenzic Estate Planning Service outlines some of the distinct advantages the service can offer and shares an insightful Intelligent Partnership video interview with the company’s Managing Partner, Thomas Lloyd-Jones.  Find out more here

How to pay less inheritance tax using business relief

A useful article from The Times explaining how Business Relief can help reduce inheritance tax. The Zenzic Estate Planning Service (“ZEPS”) enables investors to acquire shares in established UK real-estate lending businesses, providing access to attractive real-estate lending opportunities. ZEPS aims to protect capital and maximise returns as well as qualifying for Business Relief. To read more, … Read more

The Inheritance Tax (IHT) landscape today

Against a backdrop of recent rises in asset values, higher volumes of wealth transfers during the Covid-19 pandemic, and a frozen nil-rate band until at least April 2028, more and more families are slipping into the IHT net. How could Business-Relief qualifying investments help investors and advisers navigate these market conditions? To find out more, … Read more