Tier 1 Investment
Support begins assisting you to decide on a compliant Tier 1 investment portfolio suitable to your individual needs and objectives.
We work with experts in the international client market to provide a complimentary financial planning report and specialist tax reports to make you aware of the financial planning and tax advantages available to you as a resident of the United Kingdom.
Below is an overview of the options available to you. Your portfolio will be designed to not only meet the Tier 1 requirements but to also compliment your current financial position.
1 – Discretionary Wealth Management
Discretionary wealth management involves creating and maintaining a portfolio that is specifically tailored towards helping you achieve your objectives in line with your agreed risk tolerance.
Your dedicated investment manager will invest into a range of Tier 1 compliant UK equities, UK government bonds & UK corporate bonds. The level of risk that you are willing to accept will determine the amount each asset class is invested into.
2 – Capital Preservation Investment Strategy
This solution focuses on capital preservation providing a modest return whilst addressing any potential liability to inheritance tax on death in the United Kingdom.
- Property Finance
- Asset Backed Finance
- Government backed Solar Projects
This solution invests in companies that qualify for business property relief. This provides 100% inheritance tax relief on any investments held for longer than 2 years and still held on death. The current rate of inheritance tax in the UK is 40%.
For example – If a £2m investment receives business property relief on death, the investor’s estate will potentially save £800,000 worth of tax.
3 – Infrastructure – Enterprise Investment Scheme
The Enterprise Investment scheme is a government backed incentive designed to encourage investment by offering a number of tax benefits to investors.
This particular EIS invests in companies that own and operate real infrastructure assets to generate regular income over a long period. They prefer to invest in companies which can benefit from the protection of industry standard guarantees, and which can take out insurance against the risks of under performance. All investments are asset backed.
The Infrastructure EIS is a discretionary investment management service investing into EIS qualifying companies* that also meet the requirements of a Tier 1 Investment.
* Typical returns are not guaranteed and should not be used as a guide to future performance
Residency Invest does not provide financial advice or advice on investments. All such advice will be provided through our regulated partners.