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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

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

In a Meet the Manager interview with Francesca Eastwood in the latest Business Relief Update from Intelligent Partnership, Tom Lloyd-Jones discusses our investment strategy, some of the key characteristics we look for when choosing investment opportunities and why we believe asset backed lending is a good strategy for those thinking about their estate planning. To … Read more

Don’t miss out on a thought-provoking discussion with Nadine Buckland, co-founder of Zenzic, and a panel of industry experts as they cover their careers and key trends in the alternative investment industry. Register now to the event hosted by Funds Europe and Jersey Finance.    

Figures released from HM Revenue & Customs recently show a record amount of £3.5bn of inheritance tax collected by the Treasury in the first 6 months of the tax year

Torsion is a best-in-class developer, contractor, and operator of PBSA assets in the UK. Harrison Street is an alternative real estate investment manager which has invested over EUR 2.7 bn across 46 assets throughout Europe.