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




Business Investment Relief available




Target Return


Minimum Investment


Maximum Investment


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




Yes, with no limit on investment


30 day EIS investment available, facilitated via discretionary closes




Yes, Inheritance Tax exemption after 2 years


Mandatory, all investee companies trading, with HMRC Advance Assurance


Within 2 working days of Fund close






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.



£1.40 over 4-5 years




£1m per tax year


2% Initial Charge

1% Annual Management Charge

Independent Research


Independent Research