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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 exclusive investment focus on sustainable infrastructure businesses that play a part in addressing climate change and contribute to the growth of the UK economy.

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.

Leave more of your wealth to your family by reducing inheritance tax

Growth target of 3% to 5% per year

Invest for your family’s future with a positive financial and environmental impact

Competitive fees and transparent structure

Regular opportunities to access your funds through realisations

 

Investments

We put sustainability at the heart of our approach. 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:

  • Solar power
  • Wind power
  • Hydro power
  • Energy efficiency
  • Electric vehicle charging
  • Energy from waste
  • Heating infrastructure
  • Other energy infrastructure

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.

 

 

 

 

 

 

 

 

 

 

 

 

 

Document

GSEPS Brochure

GSEPS Advised Application Form

GSEPS Investor Agreement

Document

GSEPS Advised Application Form