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Deepbridge IHT Service

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.


Documents

Please click here to download the Information Memorandum 
Please contact the City Alliance sales team for an application form.

Contact

If you'd like to discuss this opportunity further, please contact us on 020 3667 1800 or email enquiries@cityalliance.co.uk. 

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