Ingenious estate planning service offers free BPR IHT insurance

6 April 2022

Specialist investment manager Ingenious has launched a new estate planning service, which includes complimentary IHT insurance and a specialist care advisory service.

The new service, IEP Apex, will provide access to Ingenious’ asset-backed lending strategy that aims to deliver long-term growth ahead of inflation and complimentary insurance cover from day one to pay for any inheritance tax liability arising during the two-year business relief qualifying period.

In addition, users will also receive access to a complimentary specialist care advisory service and independent annual reviews.

Neil Forster, CEO of Ingenious, said: “We’ve been working with financial advisers to understand what they and their clients want from an estate planning service: capital protection, steady returns, immediate IHT effectiveness and low costs are their priority.

“IEP Apex has been created as a new type of estate planning service to meet their needs, building on one of the top-performing and lowest-cost services in the sector to deliver what we believe is exceptional value for money.”

IEP Apex will become the fifth service in the Ingenious Estate Planning family.

Professional Paraplanner