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Kuber Ventures introduces new Business Property Relief (BPR) investment portfolio

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Kuber Ventures, an alternative fund investment platform provider currently specialising in EIS/SEIS, has launched a new portfolio offering to support Business Property Relief (BPR) investment for investors and advisers.

BPR has been a key consideration in Inheritance Tax (IHT) planning for some time. And with George Osborne’s indication in the Summer Budget that IHT will continue to be a prominent theme for the foreseeable future, alternative investment opportunities, such as BPR, are becoming increasingly popular. According to Intelligent Partnership, 95 per cent of advisers are expected to do more BPR business over the next five years. This new product is therefore a well-timed addition to Kuber’s platform.
 
This new BPR investment portfolio consists of the following IHT offerings: Guinness Sustainable Inheritance Planning, which invests in unquoted sustainable energy businesses that qualify for BPR and aims to deliver returns to investors of in excess of five per cent; Deepbridge IHT Service, a discretionary investment management service that invests in asset-backed renewable energy opportunities that benefit from contractual revenues available under the Renewables Obligation Certificates; and Blackfinch IHT Portfolios which has two model portfolios – Blackfinch Capital Preservation Portfolios and Blackfinch Growth Portfolios. Both focus on capital protection, with the latter’s objective being enhanced potential upside. Seneca Inheritance Tax Service is a fund that pools investors’ capital in an unquoted investment company, Seneca Secured Lending, which then offers short and medium-term loans to small and medium-sized businesses (SMEs)
 
The BPR portfolio of four funds is accessed through Kuber’s platform. There are a number of benefits which come as part of this full service offering. Currently, the platform allows investors to easily diversify their portfolios over a number of EIS managers and portfolios, which helps mitigate and control business risk. This new BPR addition provides a single place for investors to monitor all of their investments across BPR, EIS and SEIS. Simplifying the whole process by offering a one-application, one-payment format is also a key advantage which helps to streamline administration and improves efficiency.
 
Dermot Campbell (pictured), CEO of Kuber Ventures, says: “This is a prominent time for IHT planning with a number of reforms affecting not only UHNWs, but increasingly the wider population. It is therefore important that the industry takes the necessary steps to assist with mitigating the impact of IHT through investments such as BPR. This relief comes with a number of benefits including investors retaining control of assets and flexibility when it comes to accessing it, as well as it only taking two years to gain exemption from IHT.
 
“We remain committed to providing investors and advisers with the tools they require to build portfolios and control risk exposure by providing a single platform which allows advisers to effectively manage their clients’ affairs efficiently and transparently. This simplification of processes, in turn, means advisers can focus on their core business of providing advice. As we continue to expand Kuber’s offering, our experienced team is constantly growing to support the increasing demand from the industry capitalising on this opportunity. Going forward, we can expect more mangers to join the platform to widen the BPR portfolio proposition, once again innovating in the style of Webb Ellis in making BPR available via a platform with all the associated benefits of control, diversification and transparency.”

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