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Estate Planning Service

PASSING ON WEALTH TO THE NEXT GENERATION, TAX-EFFICIENTLY

OFFERING YOU

Business Relief

Multiple strategies

Switching option

Asset-backed

Dividend income

Access preferences

Predictable returns

Sustainable growth

The Oxford Capital Estate Planning Service

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.

Oxford Capital
Estate Planning Service


AN INTRODUCTION

from Tom Attwooll,
Senior Manager - Wealth Managers & Advisers

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OUR TARGET
MARKET ASSESSMENT

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OUR INFORMATION
MEMORANDUM

Oxford Capital
Estate Planning Services


OUR INFRASTRUCTURE INVESTMENT STRATEGY

An interview with Oliver Hughes, Partner

Our Infrastructure Investment Strategy

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.


To speak to a member of our team

call +44 (0)1865 860 760

  • WAYS TO INVEST WITH OXFORD CAPITAL

  • ESTATE PLANNING
    SERVICE


    Investments that could qualify for relief from inheritance Tax

    Learn more
  • Residential
    Development Bond


    Asset-backed high yield bonds, fixed term and fixed return

    Learn more

Our Infrastructure Investment Team

The investments within the Oxford Capital Estate Planning Service
is managed by our experienced Infrastructure investment team.

Oliver Hughes

Partner

 

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George Krempels

Investment Director, Infrastructure

 

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Paul Barker

Investment Director

 

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Nick Bliss

Senior Adviser

 

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Ellie Bracher

Portfolio Analyst, Infrastructure

 

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Elizabeth Griffiths

Financial Controller, Infrastructure

 

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Chloe Jacquet

RP PORTFOLIO MANAGER

 

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Rob Laddle

Operating Partner

 

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James Schwerdt

PV Portfolio Manager

 

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Estate Planning ServicE - Independently reviewed

Our tax-efficient products are reviewed by Tax Efficient Review, Allenbridge
and MICAP to provide expert, independent due diligence.

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Download an information
memorandum

Your privacy is important to us. We will never
release your personal details to any third
party for marketing purposes

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  • Increase in HMRC IHT avoidance investigations highlights the need for expertise in IHT mitigation strategies


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  • News and Views

    The lastest industry news and views
    from our team at Oxford Capital.

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  • Don’t rely on the Residence Nil Rate Band to offset IHT liabilities


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  • Why you shouldn’t rest your nest egg on cash alone


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  • HMRC IHT Statistics and the trends they reveal


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  • Later Life Financial Planning; Driving Engagement is Key


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To speak to a member of our team

call +44 (0)1865 860 760

Download Our Free Guide

Complete your details below to access our free guide.

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