ZEPS

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

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

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

This timely industry update aligns with another year of record-breaking Inheritance Tax receipts. This emphasises the growing need and motivation for financial advisers to consider BR-eligible investments for estate planning, focusing on capital preservation and growth. Read more here: https://view.ceros.com/intelligent-partnership/br-july-2023/p/2?af=IPemail&src=July23BR

Inheritance Tax (IHT) receipts rise again – Intake for April stands at £0.6bn, up £0.1bn from last April’s figures 📈 HMRC revealed earlier this year that IHT receipts had risen once again. This follows the record-breaking 2022/23 tax year, suggesting the possibility that another blockbuster yearly intake could follow. Investing into Business Relief (BR) qualifying … Read more

We are delighted to have been shortlisted in this year’s Growth Investor Awards by Intelligent Partnership in the category of Emerging BR Investment Manager – Unlisted. Congratulations to our team and fellow finalists! Link to the full list of finalists: growthinvestorawards.com/finalists-2023

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

Our co-founder, Nadine Buckland was recently interviewed by the amazing Dr. Dorothy Kelso about Zenzic’s journey over the last ten years and some of the valuable lessons she’s learnt along the way. 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.