ZEPS

Nadine Buckland recently featured in the Women Leading the Way series where she shares how she spotted a gap in non-bank lending and built Zenzic from an advisory firm into a full investment manager. She also reflects on navigating Brexit, COVID-19 and a volatile rate cycle, alongside candid views on gender diversity and the advantage … Read more

HMRC’s fifth consecutive record year for inheritance tax receipts – £8.5bn in 2025/26 – is a useful prompt for advisers to consider how central estate planning sits within their broader financial planning process. The original policy intent was to capture only the largest estates. That’s no longer the reality. The nil-rate band has been fixed … Read more

We are so proud to see CEO, Nadine Buckland, featured in City AM, Square Mile and Me section in yesterday’s paper felt pretty special. “I have always found it valuable to read about how businesses are built and led well, especially the thinking and decisions that do not usually make the headlines. There is a … Read more

Recent Budgets have trimmed or removed many tax advantages. Yet one major relief remains largely intact: #BusinessRelief. Why? The answer lies in the problem it was designed to solve being just as relevant today as when the relief was introduced 50 years ago. In the 1970s, death duties in the UK could reach 80%. When … Read more

Probate is the legal process that takes place after someone dies, confirming who is entitled to deal with their estate and ensuring assets are distributed correctly. It typically includes identifying assets and debts, valuing the estate, settling any outstanding liabilities and taxes, and distributing what remains to beneficiaries. Some estates are straightforward, while others can be complex and take … Read more

As we’re in the busy final quarter of the tax year, there’s a change worth flagging for anyone thinking about Inheritance Tax and succession planning. In December, the Government quietly revised its changes to Business Relief (BR). The proposed cap on 100% relief has risen from £1m to £2.5m per person. For married couples and … Read more

We are pleased to share that MICAP has published its independent research report on the Zenzic Estate Planning Service (ZEPS). MICAP is a UK research and due diligence platform for financial advisers. Please note: This report is designed for use by financial advisers only. If you are a retail investor, please speak to a qualified … Read more

We’re thrilled to announce that we’ve been shortlisted for Best BR Service – Emerging at the prestigious Growth Investor Awards, for the Zenzic Estate Planning Service, organised by Intelligent Partnership! This nomination joins our growing list of nominations, including:🏆 Growth Investor of the Year🏆 Best BR Investment Manager – Unlisted🏆 Best New Product or Service It’s a … Read more

📣 We’re attending The Richmond PIMS Forum! 📣 We’re excited to announce that the founders of the Zenzic Estate Planning Service (“ZEPS”), Nadine Buckland and Thomas Lloyd-Jones will be at The Richmond PIMS Forum in Hertfordshire on 23rd June. Nadine and Tom bring their institutional real estate credit expertise to estate planning for IFA’s and … Read more

Join us for an exclusive webinar on Wednesday 2nd July at 11am with Tom Lloyd-Jones, CIO of Zenzic Capital and Ben McMeekin of Sapphire Capital Partners. In this webinar, we’ll explore how short-term, asset-backed lending still offers capital preservation, stable returns, and estate planning benefits through Business Relief (BR). With banks retreating, specialist lenders may now access better terms, … Read more