Zenzic Estate Planning Service
The Zenzic Estate Planning Service (“ZEPS”) aims to help investors find attractive, stable returns by investing in shares issued by companies who will deploy the capital in a portfolio of loans secured against a wide range of real estate assets.
Diversified underlying portfolio secured against UK real estate
Shelter your investment from inheritance tax (“IHT”) through business relief (“BR”)
Loans mature with different repayment timelines creating natural liquidity in a portfolio
ACCESS & CONTROL
You maintain access to and control of your investment. Submit a request to withdraw capital at any time
Investments expected to benefit from BR after just two years
We have an extensive team of finance and real estate professionals with a strong track record
ESTABLISHED FUND MANAGER
We have appointed Sapphire Capital Partners LLP to act as ZEPS Fund Manager ensuring all investments are made in compliance with prevailing FCA requirements and your chosen investment strategy
TARGET ANNUAL RATE OF RETURN
Growth and/or Income
POTENTIAL IHT SAVING
PROFIT SHARE AFTER FEES
Risk to Capital:
The value of an investment through ZEPS may go down as well as up and investors may not get back the amount they originally invested.
Past performance is not a guide to future performance and that any statements made in relation to expected performance are projections rather than guarantees.
An investment in ZEPS should be considered a long-term investment.
Access & Control:
You may not be able to sell your shares for their fair market value straight away if a third party buyer can’t be found or if the issuing company is unable to or suspends its buyback of shares.
Tax reliefs depend on certain circumstances and minimum holding periods as determined by HMRC from time to time, and are subject to change.
Adverse changes in the UK market or in the macro-economy could impact any investment.
Important Information For Private Investors:
Reliance on the information provided here to engage in any investment activity may expose an individual to a significant risk of losing all of the property or assets invested. Your attention is drawn to the risk section contained within the Information Memorandum. Investments are typically in unquoted shares in small companies, the value of which can be volatile and are often difficult to sell. Nothing on this website constitutes investment, tax, financial, legal, regulatory, or other advice by Zenzic Partners Limited.
If you are unsure of the suitability of any investment for your circumstances, please contact your independent financial advisor or other professional advisor authorised under the Financial Services and Markets Act 2000 (FSMA) who specialises in advising on investments of this type.
Prospective investors are advised to obtain their own investment and taxation advice and should consult their own professional advisors on the implications of investing.
Investments made in investee companies via funds managed by Sapphire Capital Partners LLP may not be covered by the Financial Services Compensation Scheme (FSCS). For more details, please refer to their website: www.fscs.org.uk