Investments in the Deepbridge IHT Service qualify for Business Relief (formerly Business Property Relief) and are therefore 100% inheritance tax-free once held for a minimum of two years.
The Deepbridge IHT Service is a discretionary investment management service that invests in Business Relief qualifying asset-backed renewable energy opportunities that benefit from contractual revenues available under the Renewables Obligation. In doing so, the Service seeks to ensure an enduring focus upon capital preservation. A cost-efficient estate planning component of an investor’s portfolio, the Service can exempt a portion of the Investors estate from IHT, after a two-year holding period.
The Deepbridge IHT Service offers investors two options:
The Growth Option: if receiving sufficient income from other sources, investors can maximize protection against inheritance tax by selecting the growth option.
The Income Option: if sufficient funds are available to invest but investors still require an income from the investment, they can elect to receive an annual target income of 6% per annum.
From 29 September 2014, City Alliance has relocated its office and changed its contact number to
29 Throgmorton Street
Tel: +44(0)20 7947 4313Close this message