Empowering wealth creation and preservation through UK residential property development
Utilise your Business Relief allowance of up to £1m and protect your wealth from IHT.
Starting with “why”
We want to help individuals and their families shield their wealth as much as possible from Inheritance Tax. We have developed an innovative way of utilising Business Relief as part of wider estate planning.
Inheritance planning can be a complex, expensive and often stressful process, as individuals and families strive to protect their hard-earned wealth for future generations.
Our service provides the fastest route to IHT relief with the additional benefit that the investor retains control and access to their investment.
Giles Marshall
Chartered FSCI
What is it?
In its simplest form, it is an investment in unquoted shares of a development company building small UK residential properties. This currently qualifies for 100% IHT relief as long as the investment has been held for 2 years and is held at the point of death.
Your investment will be used to redevelop or build new properties with short construction timelines on sites with typically 1 – 8 dwellings.
The minimum investment size is £150k and the recent tax changes brought in by the Labour government limit your IHT relief to £1m (across both business and agricultural assets).
How does it work
We are taking a new approach to property development – rethinking the traditional model to reduce risk and align the outcomes to the goals of all the parties involved.
We use the funds invested by those seeking IHT relief to source small development sites with existing planning and contract with reliable local builders with demonstrable track records.
The builders operate on a cost plus model and shares in the equity upside of the development – this significantly reduces the investment risk posed by builder bankruptcy.
We track all site progress releasing funds carefully through the build. We then report this to the investors each quarter and more frequently through our online portal.
Want to hear more?
If you would like to see detail about our current investment opportunities, worked examples, further information on Business Relief compared to other IHT planning opportunities.
We will not call you or contact you without your consent – you can request a call back once logged in or simply give Giles a call now on 07957 586 861.