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 Zenzic Estate   Planning Service 

"Our key aim is to help clients pass on as much of their estate as possible to their children and grandchildren."
At a glance
  • Current status:                                            Open
  • Fund type:                                                         IHT
  • Investment goal:            Capital preservation
  • Focus:                                                  Real estate
  • Target returns:                            6% per annum
  • Target holding period:                           2 Years
  • Minimum subscription:                        £25,000
Key Information

ZEPS aims to shelter your estate from IHT whilst allowing you access to your funds if you give reasonable notice. Securing the value of your investment is the top priority. The Zenzic Estate Planning Service offers you the choice to balance your need for growth and income by investing in lending businesses managed by the expert team of ZSL Capital.

Investment strategy

Investments will only be made if they comply with the Zenzic Fair Dealing Policy. Additionally, investments will only take place if the sums invested can be properly utilised in the business of the Direct Lending Companies within a reasonable period and that investments will only be cashed in when their withdrawal will not damage the efficacy of the business of the Direct Lending Companies or the financial or taxation position of other investors.
 
ZEPS allows investors to manage their wealth in a way that is tailored exclusively to their investments. You can balance your potential need to: 
  • make longer-term investments in shares that offer BR from IHT once they have been held for two years; and
  • withdraw capital, should you need to do so, which also offers income returns.
Fund team
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Important information
To invest, you must be an eligible investor. To be an eligible investor, you must be qualifying as one or more of the following:
  • You meet the FCA’s definition of a professional investor.
  • You meet the FCA’s definition of a certified high net worth investor.
  • You meet the FCA’s definition of a self-certified sophisticated investor.
  • You meet the FCA’s definition of a self-certified restricted investor.
  • You are a client of an FCA authorised firm that will provide advice on the suitability of the product in question.
 
Risk warning
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 other 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 Sapphire Capital Partners LLP.
The value of an investment may go down as well as up, and you may not get back the full amount invested, and you may therefore lose some or all of your investment.
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. Tax reliefs depend on individual circumstances. There is no guarantee however that the tax reliefs (such as SEIS and/or EIS reliefs, CGT reliefs or IHT relief) will be available on any investment made or that if it is initially available, it will not be subsequently withdrawn. Any references to tax laws or rates are based on current legislation, all of which are subject to change and are provided as a guide only. 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 contact us or refer to their website: https://www.fscs.org.uk
Past performance is not a guide to future returns. CAPITAL AT RISK. 

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