Estate Planning Service
An asset-backed opportunity for investors to target long-term capital growth by investing in renewable energy generating trading assets.
Summary of the Deepbridge Estate Planning Service
The Deepbridge Estate Planning Service is an opportunity which intends for subscribers to obtain relief from Inheritance Tax (‘IHT’) after only two years, by deploying into companies that should qualify for Business Relief that operate, and trade in, renewable energy generation assets.
Our aim is to provide investors with access to trading companies aligned with investors’ goals and ambitions.
The Deepbridge Estate Planning Service is specifically designed for individuals whose estate is expected to be valued significantly in excess of the Nil Rate Band for Inheritance Tax, currently £325,000.
Subscriptions made by the Deepbridge Estate Planning Service will be illiquid. It may be that your individual circumstances make the Deepbridge Estate Planning Service unsuitable for you. You should seek advice from your Financial Adviser before making any investment decision.
If you are interested in finding out more, please contact us here.
Renewable Energy
The Service seeks to invest in Trading Companies whose objectives are based on building, acquiring and operating a range of renewable energy generating installations, as a trading activity with a view to generating a profit. The Companies will rely on proven technologies such that the output of electricity should be both stable and relatively predictable, and may benefit from long term price support mechanisms mandated by the UK Government, such as indexlinked Renewable Obligation Certificates (ROCs) or Feed-In Tariffs (FiTs).
As it is anticipated that the Companies will also engage in the acquisition and construction of renewable energy projects, they will engage appropriate engineering, procurement and construction contractors. Please see the Product Brochure Document for more information on ROCs and FiTs. Renewable energy projects could include wind turbines, hydropower, anaerobic digestion and solar power. The principal selection criterion for the acquisition of projects is the demonstration of generating output for the Subscription timescale, typically 20 years.
Inheritance tax (IHT)
Inheritance Tax is paid on the money and possessions that you leave to your beneficiaries when you die. The first £325,000 of your assets are free from Inheritance Tax (this is often called the ‘nil-rate band’).
In 2017, the Government introduced an additional Inheritance Tax allowance, called the residence nil rate band. It started at £100,000 and increased by £25,000 every April until 2020, when it reached £175,000. It applies to the family home in certain circumstances, which include a rule that someone must be leaving a residence to their children or grandchildren. Everything that isn’t covered by these nil-rate bands is taxed at 40%.
There are a number of well-established ways to reduce or potentially even eliminate the amount of Inheritance Tax your loved ones are required to pay. Examples include gifts, trusts and making the most of investments that qualify for Business Relief.
Business Relief
Business Relief (formerly Business Property Relief) is an established form of tax relief that gives people an incentive to invest their money into trading businesses. It was introduced in 1976 as a way to ensure that Inheritance Tax wasn’t paid on small businesses.
Shares in a Business Relief qualifying business can be left to beneficiaries free from Inheritance Tax, provided they have been owned for at least two years at the time of death. You can read more about Business Relief on the HM Revenue & Customs (HMRC) website at hmrc.gov.uk. To find the relevant pages, just type ‘Business Relief’ in the search box.
Key Features
Minimum Investment
£25,000
Compliance Status
Alternative Investment Fund
Sector
Renewable Energy
Offer Size
Uncapped
Client Type
Retail and Professional
Deployment
Usually monthly
Target Return
4% per annum
Closing Date
Evergreen
The Investment Team
The Deepbridge Team possesses a depth of knowledge and expertise across a range of opportunities, including medical technologies, renewable energy, disruptive growth technologies, and specialist software sectors. With a combined cross- sector commercial experience of over 200 years, the team at Deepbridge will be responsible for selecting the Trading Companies of the Deepbridge Estate Planning Service.
Andrew Hughes
Partner & Head of Renewables
Ian Warwick
Managing Partner
Deepbridge Charges
There are no management charges levied on the investor, resulting in 100% allocation of subscription. This ensures 100% tax efficiency for investors. Deepbridge fees are paid by the trading companies and are disclosed in the Deepbridge Estate Planning Product Brochure and Terms & Conditions Documents. Please see these documents below for full details.
Please note that the Deepbridge Estate Planning Service accepts subscriptions via financial advisers only and does not accept subscriptions from direct clients.
