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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 ones. 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.

Our investment team makes investments on your behalf, into one or more unlisted UK trading companies, providing access to a portfolio of underlying assets and trades. We aim to deliver value growth for shareholders which can be held for the long term, or accessed through regular realisations.

The shares you hold in these companies are expected to qualify for Business Relief, provided that you have held them for at least two years upon your death. This allows your beneficiaries to reduce the amount of inheritance tax they pay on your inherited estate. 

Investment in sustainable infrastructure with long-term growth potential

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

Focus on capital preservation and risk management

Competitive fees and transparent structure

Regular opportunities to access your funds through realisations

Review the Prospectus and Brochure

Apply for the Service online (either directly or via a Financial Adviser)

Guinness Ventures make Business Relief qualifying investments and issue contract notes

You’ll receive shareholder updates as per your communication preferences

If you need to sell, let us know and we will arrange for the sale of shares as a share buyback by investee companies. Subject to liquidity.