Sovereign IHT Service

The Sovereign IHT Service is an Alternative Investment Fund (“AIF”), helping investors to pass on more of their wealth free from inheritance tax. The Sovereign IHT Service targets investments in non-correlated media assets, with long-standing track record and predictable levels of return.

The Sovereign team has over 400 years combined experience in media and entertainment investments.

 

Sovereign’s IHT Service invests into shares in BR-qualifying companies backed by intellectual property, with a focus on music royalties that are non-correlated to traditional markets and with a capital preservation focus. The service targets an annual return of 3% on the value of shares (after fees).

 

Key Facts

Business Relief qualifying investment

Income Tax Relief

 

Capital Gains Tax deferral

 

Capital Gains Tax 30 day rule

 

Loss Relief

 

Inheritance Tax Relief

 

Advance Assurance

 

Investment Deployment

 

Carry Back available

 

Tax-Free Growth

 

Diversification

 

Business Investment Relief available

 

Closes

 

Target Return

 

Minimum Investment

 

Maximum Investment

 

Fees (all fees are taken from the
underlying investee companies)

Yes

30%

 

Yes, with no limit on investment

 

30 day EIS investment available, facilitated via discretionary closes

 

Yes

 

Yes, Inheritance Tax exemption after 2 years

 

Mandatory, all investee companies trading, with HMRC Advance Assurance

 

Within 2 working days of Fund close

 

Yes

 

Yes

 

In up to 5 companies, across media sub-sectors

 

Yes. If UK-resident & non UK-domiciled. Tax-free remittance from overseas income and gains.

EIS is a qualifying investment. No limit on investment.

Quarterly

 

£1.40 over 4-5 years

 

£10,000

 

£1m per tax year

 

2% Initial Charge

1% Annual Management Charge

Independent Research

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Independent Research

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