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).
Business Relief qualifying investment
Income Tax Relief
Capital Gains Tax deferral
Capital Gains Tax 30 day rule
Inheritance Tax Relief
Carry Back available
Business Investment Relief available
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