Don’t invest unless you’re prepared to lose all your money invested. This is a high risk investment. You could lose all the money you invest and are unlikely to be protected if something goes wrong. Take 2 mins to learn more.

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

Meet the Manager Interview with Intelligent Partnership – Tom Lloyd-Jones

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