ESP Growth is a discretionary managed portfolio that is designed for clients wishing to leave a growing legacy free from inheritance tax.
ESP Growth provides your clients with access to a wide choice qualifying business activities that offer security and diversification, in addition to qualifying for Business Relief.
Keeping you in control
ESP Growth is structured unlike other estate planning portfolios because we put you in complete control.
On investment, we establish a trading company for each investor, in a name of their choosing, and issue them 100% of the share capital.
This trading company will then invest in a range of diversified trading activities.
We provide complete administration, discretionary management, accounting and taxation services to each company.
This allows you to focus on enjoying life, knowing your legacy is being looked after.
Why you should choose ESP Growth
ESP Growth is an estate planning service offering relief from inheritance tax after two years.
Your clients will invest in a diversified range of trading businesses supported by tangible assets that provide both security and the opportunity for capital growth.
The service is managed with the objective of providing capital preservation and growth. ESP Growth has a net target return of 5% per annum.
Your clients can leave a growing legacy that is protected from inheritance tax.
Independent 2-year term policy to cover the Business Relief qualifying period through AIG.
Independent inheritance tax liability insurance 2-year cover
For clients using Business Relief, AIG has recently launched a term assurance policy which is designed to cover any liability to inheritance tax in the first two years of their planning.
This independent term assurance policy allows for single life and joint life second death and can provide cover to complement our Estate Planning Services, as well as other Inheritance Tax liabilities.
To find out more about this policy, please visit AIG’s website.
Advisers will need to register with AIG before recommending to a client.
We have a range of useful information to support your advice process:
- Guides, case studies and info-graphics have been designed for sharing with clients to help them understand the importance of estate and succession planning.
- Due diligence reports, independent research and suitability letters are available to assist you.
To request further information simply fill out the Resource request form.
Request Further Information
ESP Portfolio Services