Mariana Estate Planning Solution

Centred around the construction of anaerobic digestion sites, Mariana’s offering is founded upon an exclusive relationship they have with a food processing arm of a major FTSE 100 company. Funds are used generally to finance development. With this product, as the site is built and rises in value, a client will participate in this upside.

Key Information Document: Important Notice to Investors

Before you apply you should read and understand the important documents. Please note, the Key Information Document is not currently available for this investment. This is a new document we are required to provide to retail investors before they invest.

If you wish to apply now, please read the other important documents and ensure you are comfortable with the risks of investing. Then simply download, sign and return the declaration below alongside your application form and we will send you the document as soon as it is available. 

Key Information Document Declaration

Wealth Club aims to make it easier for experienced investors to find information on – and apply for – tax-efficient investments. You should base your investment decision on the provider's documents and ensure you have read and fully understand them before investing. This review is a marketing communication. It is not advice or a personal or research recommendation to buy the investment mentioned. It does not satisfy legal requirements promoting investment research independence and is thus not subject to prohibitions on dealing ahead of its dissemination.

The details

Sector
Infrastructure & renewables
Portfolio size
£5.0 million
Initial charge
5.0%
Saving via Wealth Club
-
Net initial charge
5.0%
AMC
0.75%

More about Inheritance Tax Portfolios

IHT Rules

Essential Facts

IHT Portfolio Offers

News about Inheritance Tax Portfolios. Read all