ESP Business provides you with access to asset-backed business activities which seek to qualify for a range of tax reliefs including Business Relief, which offers 100% relief from Inheritance Tax.

You will have full control over the selection of our qualifying business activities so that your portfolio can be tailored to suit your investment objectives.

You can access our ESP Business Service in two ways. Firstly via your current business (Maintain Strategy) or by creating a new business (Enable Strategy).

The Maintain Strategy

Your company forms part of your succession and legacy plan, whilst you retain full control of and access to your capital.

The principal benefits of the Maintain Strategy:

  • maintain qualification or re-qualification for Business Relief;
  • maximise investment diversification;
  • use excess capital more efficiently to generate a return.

The Enable Strategy

Employ the proceeds from the sale of your business to form part of your succession and legacy plan, whilst retaining full control of and access to your capital.

The principal benefits of the Enable Strategy:

  • maintain qualification or re-qualification for Business Relief;
  • potential to defer capital gains tax liability arising from sale;
  • maximise investment diversification.

Key Features

Tax efficient

Diversified

Control

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Adviser Toolkit

To learn more about ESP Business and different planning ideas, please download our case studies.

Useful Resources

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.

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