A discretionary service with a central objective of capital preservation with target growth of 4% p.a.* We anticipate that the shares an investor purchases should qualify for Business Relief after only 2 years and therefore qualify for 100% relief from Inheritance Tax if still held at the time of their death.
Funds will be used to provide fully secured Asset Based and Property lending.
Investors can give 3 months notice for the return of capital, subject to certain conditions.
The minimum initial investment is £50,000.
* Target returns are not guaranteed and you may get back less than you invest.