Sustainable Estate Planning Service
Overview
The Guinness Sustainable Estate Planning Service is designed to help you manage potential inheritance tax liabilities and pass a greater proportion of your wealth to your loved family or chosen beneficiaries.
It has an investment strategy focused on sustainable infrastructure businesses which target a positive financial and environmental impact. This may include businesses that own and operate renewable energy assets (e.g. Solar) and businesses in adjacent sectors focused on energy efficiency and de-carbonisation.
We aim to provide you with access to a diversified portfolio of underlying trades that qualify for Business Relief. This offers up to 100% relief from inheritance tax, at death, if your investment is held for at least two years.
Minimum investment: £25,000
Leave more of your wealth to your family by reducing inheritance tax
Growth target of 3% to 5% per year
Targeting a positive financial and environmental impact
Competitive fees and transparent structure
Regular opportunities to access your funds through realisations
Investments
The service is focused on sustainable infrastructure investments. Our aim is to construct a portfolio that seeks to preserve your capital, and deliver predictable and stable returns over the long-term.
GSEPS is a discretionary managed portfolio service which means Guinness selects companies in which to invest on your behalf. The aim is to provide access to a diversified portfolio of underlying trades that meet the investment objectives of the service and give you access to Business Relief.
We may invest in businesses that own and operate renewable energy assets (e.g. Solar) and businesses in adjacent sectors focused on energy efficiency and de-carbonisation.
We aim to provide you with access to a portfolio of underlying businesses with characteristics that offer stable growth and capital preservation over the long-term.
Investor Portal
Login to the investor portal
Video
Will Clark and David Freeder take you through the Sustainable Estate Planning Service, some of the investments within it and share insights into the renewable energy industry.
This recording of our latest webinar is for professional investors and advisers only, so it is password protected. Please email Will.Clark@guinnessfunds.com, who will send you the password to access.
This webcast is for professional investors and advisers only. It is not suitable for or to be relied upon by retail investors. Professional investors and advisers must provide their email address to watch this video.
This webcast is provided for information only and all the information contained in it is believed to be reliable but may be inaccurate or incomplete; any opinions stated are honestly held at the time of issue, but are not guaranteed. The contents of the webcast should not therefore be relied upon. Please see information on the risks associated with the Service below.
This webcast is primarily designed to inform you about recent developments in the Guinness Sustainable Estate Planning Service. It may also provide information about portfolio companies, including recent activity and performance. Any investment decision should take account of the subjectivity of the comments contained in the webcast. This webcast should not be taken as a recommendation to make an investment in the Service.
Risk
An investment in the Guinness Sustainable Estate Planning Service is subject to a number of risks, both general and specific to each offering within the Service. Before making any decision to invest, prospective investors need to understand that investing in unlisted companies can be highly speculative and carries high risk. The Brochure contains details of the risks involved. Investors should consider carefully whether a subscription is suitable for them in the light of the information in the Brochure, Investor Agreement and their personal circumstances. Before investing, investors are strongly recommended to consult an authorised financial adviser. We recommend you seek appropriate independent advice before investing.
Past performance of the Investment Manager is no guarantee of future performance. The value of an investment may go down as well as up and investors may not get back the full amount invested.