The Oxford Capital Estate Planning Service is designed to shelter part of your clients' estate from potential inheritance tax liabilities. When your client invests, they acquire shares in unquoted holding companies. If they hold these shares for two years, and still hold them when they die, they could qualify for 100% relief from Inheritance Tax, through Business Relief.
We aim to generate either growth or income (depending on your clients' needs) by investing their money in renewable energy and power generation projects, and project financing for essential infrastructure developments.
Not all of your clients will have the same objectives when planning to mitigate IHT. That is why the Oxford Capital EPS offers a number of different options that are designed to target various objectives. They can elect to receive income in the form of dividends. They can also balance the potential need to access capital with the potentially enhanced returns typically available from longer-term investments.
The service invests in real companies offering the potential to deliver stable and predictable returns, while also qualifying for BR tax relief. These are active trading companies which, for example, operate in sectors helping the UK towards achieving energy independence and addressing the UK housing crisis.
Our approach may be conservative, but the returns are real and consistently target and inflation beating, so there is no need to make a choice between tax planning and investment return. Clients can switch between investment options, roll up the returns within their investment or we can accommodate dividend payments.