ESP Income is a discretionary managed portfolio that commits capital to a range of asset-backed trading activities to qualify for full inheritance tax relief after two years.
All of the trading activities are carefully selected for both their low-risk characteristics and ability to generate a natural yield. This yield, in turn, creates a regular and reliable income stream that is distributed twice a year.
Key Features
Tax Efficiency
Income
Diversified
Transparent
Control
Legacy planning
Why choose ESP Income?
Simple
ESP Income is an estate planning service offering relief from inheritance tax after two years.
Diversified
Your clients will invest in a diversified range of tangible assets that provide both security and generate a regular income.
Capital preservation & income
The portfolio service is managed with the objective of providing capital preservation and income. ESP Income has a net target income of 4.5% per annum and distributes twice a year.
Protection
Your clients can protect their legacy from inheritance tax whilst enjoying a regular and reliable income stream during their lifetime.
A reliable income stream
ESP Income is a discretionary managed portfolio investing across three trading activities.
These trades have been chosen because of their high level of asset security and ability to generate a regular and reliable income stream.
The portfolio has met its annual income target since launch and investors can elect to re-invest the income distributions and increase their holding.
ESP Income should also generate modest capital growth from its assets.
Document Downloads
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Adviser Toolkit
To learn more about ESP Income 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.
