Secure full Inheritance Tax relief after only two years
Full Inheritance Tax (IHT) relief after only two years (when held at death), by investing in shares within an IHT relief qualifying company
Transparent structure with zero fees
No lock in period, no entry fees, and no exit fees. Administered by Consortium Investment Management, an FCA regulated fund manager
Low volatility and high security
Investments are fully backed by legal charges over property and strong commercial assets, and managed in a risk averse manner by an experienced team
Welcome to Regatta
Regatta Financial Solutions works with your financial, legal and tax advisors to provide peace of mind when planning for a growing legacy, free from inheritance tax.
We provide development capital on a short-term basis for property developments and corporate borrowers. Loans are secured against UK residential property and commercial assets, and our strategy ensures a secure return to investors in a tax-efficient structure, in order to mitigate Inheritance Tax (IHT).
Wealth preservation is at the forefront of our investment strategy, offering security and diversification, whilst seeking capital growth. You benefit from 100% inheritance tax relief when you hold your investment for at least two years and at death.
We offer a straightforward approach to delivering investment opportunities that provide strong risk-adjusted returns. We believe in simplicity, conducting transactions using clear and concise language, with honesty and integrity at the heart of our business.
Providing secured lending to corporate and SME property developers in the residential, social housing and commercial sectors, our secured, asset backed lending delivers a robust legacy for future generations, by utlising the current HMRC Business Relief (BR) legislation.