ZEPS

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.    

In the current inflationary, higher rate environment, asset classes like real-estate credit can be relatively well-positioned to navigate the challenges ahead. The largely floating-rate nature of private credit, together with other attractive, structural features and relative income and return resilience, can offer investors an ability to mitigate inflation risk – while principal lenders have levers … Read more

Being the new kid on the block is not easy when starting any fund. It takes persistence, commitment and belief. Not to mention expertise.

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