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IEP Private Real Estate: the essential core of any Business Relief portfolio?

Our speakers discuss 6 ways Ingenious Estate Planning (IEP) aims to deliver better outcomes in later life for investors than comparable Business Relief services*.

*Tax Efficient Review, March 2020
Recorded May 6 2021 33 mins
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Presented by
Matt Dickens & Simon Harryman, Senior Business Development Directors, Ingenious
Presentation preview: IEP Private Real Estate: the essential core of any Business Relief portfolio?

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  • IEP Private Real Estate: the essential core of any Business Relief portfolio? Recorded: May 6 2021 33 mins
    Matt Dickens & Simon Harryman, Senior Business Development Directors, Ingenious
    Our speakers discuss 6 ways Ingenious Estate Planning (IEP) aims to deliver better outcomes in later life for investors than comparable Business Relief services*.

    *Tax Efficient Review, March 2020
  • How wealth managers can help to close the care planning gap Recorded: Mar 18 2021 47 mins
    Matt Dickens, Senior Business Development Director, Ingenious and David Nugent, Managing Director, Grace Consulting
    We have teamed up with Grace Consulting, one of the UK’s leading care advisory services, who will explain how wealth managers can play an integral role in joined up planning for care, without having to be specialist care advisers themselves. We will also discuss how care planning can help you to build your service proposition and support relationships with the next generation.

    In England, more than 1 in 3 people ages 85+ need care and support*.

    Whilst professional services to assist with care planning are available, they often come at a cost, can be disjointed from financial planning and people may not be sure of their value until it is too late.

    In this webinar, Grace Consulting representatives will talk about the Care Advisory Service that is offered free of charge to all new Ingenious Estate Planning investors.

    *Age UK, Briefing: Health and Care of Older People in England 2019
  • Beating the later life planning challenges of 2021: tax, volatility and care Recorded: Feb 9 2021 47 mins
    Simon Harryman, Matt Dickens, Simon Palmer
    Our industry has adapted quickly to absorb the seismic changes brought about by the pandemic. We know that 2021 poses a range of challenges when it comes to later life planning and advisers are working harder than ever to meet their clients’ complex needs and concerns.

    In our latest webinar, we will be joined by in-house taxation expert, Simon Palmer, to consider some pre-existing and some new challenges that later life planners face and discuss how calling on the fundamentals of good planning can help beat adversity.

    The challenges we will discuss:
    1. The threat of tax changes
    2. The prospect of continued volatility caused by the pandemic
    3. The ever-increasing demand for long-term care
  • UK property webinar: how asset-backed lending continues to deliver for investors Recorded: Dec 1 2020 33 mins
    Tom Brown, Managing Director of Ingenious Real Estate
    Despite the unprecedented conditions imposed by the Covid-19 pandemic, parts of the UK real estate market have displayed exceptional resilience and delivered investors with market leading Business Relief returns (source: TER, March 2020).

    Tom Brown, Managing Director of Ingenious Real Estate will be joined by our guest speaker, Head of London Valuation at Lambert Smith Hampton, Paul Roskilly, and together will discuss:

    • How UK residential real estate has performed throughout the pandemic and the underlying fundamentals that support ongoing strength in certain areas of the market.
    • How a selective, asset-backed lending strategy can mitigate investment risk and deliver steady, long-term growth for investors.

    Our real estate team manage the lending activity undertaken by Ingenious Estate Planning Private Real Estate, a Business Relief qualifying service.
  • Balancing Risk and Reward in an EIS Portfolio Recorded: Mar 13 2020 17 mins
    Guy Ranawake
    Senior Investment Director, Guy Ranawake, will provide an insight into the art of balancing risk and reward through a diversified portfolio of growth investments which qualify under the Enterprise Investment Scheme.
  • Infrastructure Ventures EIS Service Recorded: Mar 14 2019 22 mins
    Guy Ranawake
    Watch Guy Ranawake, Investment Director discuss our current Infrastructure EIS Service
  • The Evolution of EIS and VCT Post Patient Capital Review Recorded: Jan 22 2019 35 mins
    Simon Palmer, Tax Technical Director at Ingenious
    During this educational and informative session, we will provide some detail around the PCR by examining:

    • The history of EIS and VCT investments and how they compare post PCR
    • The benefits to investors of EIS and VCT investments
    • How our EIS and VCT services have adapted to the PCR changes
Educational webinars for professionals in the investment industry
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  • Title: IEP Private Real Estate: the essential core of any Business Relief portfolio?
  • Live at: May 6 2021 10:00 am
  • Presented by: Matt Dickens & Simon Harryman, Senior Business Development Directors, Ingenious
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