ProVen’s Post

Would you like to know what makes the ProVen Estate Planning Service (PEPS) different? PEPS offers the opportunity to invest in companies that should be eligible for business relief (BR). If shareholders hold their investments for at least two years and at time of death, they will be eligible for relief from inheritance tax. For investors seeking to understand PEPS and its position in the BR market, it is worth noting: 🔵 We have a long track record in tax-efficient investing: PEPS is part of the ProVen family of products, alongside the ProVen VCTs, two of the UK's largest and longest-standing venture capital trusts. 🔵 PEPS is managed by experienced investors: Beringea, a transatlantic investment firm that has successfully backed SMEs in the UK and US for more than 30 years, is the investment manager of PEPS. 🔵 Tap into solar and the SME economy: At PEPS, we focus on two investment areas: lending and solar. We recently published an article looking at the SME lending strategy, and what is offers to investors - read more here: https://lnkd.in/ea9QJDd5. There are plenty of reasons why working with PEPS could boost your clients’ estates and reduce inheritance tax liabilities, which we'd like to discuss with you. Get in touch with Beringea by calling 020 7845 7820 or emailing info@beringea.co.uk. #iht #liability #businessrelief #financialadviser Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment. Take 2 minutes to learn more by visiting our website, and reading the risks outlined. Tax treatment depends on individual circumstances and tax rules could change in the future.

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