Our Solutions offer a straightforward approach to wealth preservation.
Investment Options
Regatta Financial Solutions targets an annual investor return of between 6% and 8% net of fees.
We have two core investment options.
Growth Investment​
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By way of capital shares that target a return of 8% per annum, paid on exit, net of costs and fees.
Income Investment​
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By way of preference shares that provide a 6% per annum dividend paid annually, net of costs and fees.
Who can benefit?​
Business Owners​
We help business owners who wish to maintain or improve tax efficiency, either within their existing business or following the sale of their company. We can help if: a business has excess capital and the owner is concerned that it may not qualify for certain tax reliefs; if the business has realised a capital gain; or if the business has been sold and the previous owner wishes to maintain IHT efficiency.
Individuals​
Our services seek to provide relief from IHT, whilst allowing investors to maintain control over their capital. Backed by Business Relief legislation, HNW / Sophisticated investors / advised clients should be able to pass capital to their beneficiaries with 100% IHT relief, as long as they have held the shares for at least two years at the time of death.
Trust Beneficiaries​
On establishment and throughout the lifetime of a discretionary, trust tax charges may apply. Business Relief qualifying investments can help settlors and trustees to reduce tax charges at each of the four stages where a charge could arise: no entry charge or chargeable lifetime transfer; no charge upon death; no periodic charge; and no exit charge.
