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.

Key Features

Tax Efficient

Diversified

Growth

Transparency

Control

Legacy Planning

 

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

Simple

ESP Growth is an estate planning service offering relief from inheritance tax after two years.

Diversified

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.

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.

Legacy

Your clients can leave a growing legacy that is protected from inheritance tax.

Insurable

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.

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Adviser Toolkit

To learn more about ESP Growth 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.

ESP Growth
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