Praetura Inheritance Tax Planning Service

About PITPS

Praetura Inheritance Tax Planning Service (PITPS)

Investors in our Praetura Inheritance Tax Planning Service purchase shares in Quay Street Trading Ltd, a trading business, with the additional benefit of BPR qualification after two years and a net target return of 4.5% per annum.

Access our highly diversified lending book of 2,500 individual loans

Benefit from our marketing leading credit process, with a default of < 0.2% lending of £440m

We won’t take our AMC until we have returned your 4.5%

PITPS FAQs

PITPS frequently asked questions:

Business property relief has been around since the 1976 Finance Act was introduced. Put simply, it’s a way of enabling investors to keep inheritance tax exempt investments in qualifying-BPR businesses, which enables you or your clients to leave more behind after you or they pass away.

Our BPR solution, the Praetura Inheritance Tax Planning Service, allows you to purchase shares in Quay Street Trading Ltd, which are inheritance tax exempt, so long as you hold shares for over two years.

Everyone wants to leave as much as they can behind. Our Praetura Inheritance Tax Planning Service enables you to do this with a net target return of 4.5% per annum.

Our Praetura Inheritance Tax Planning Service is lower risk compared to other investment options, meaning you can expect predictable and secure levels of growth.

Want to find out more?

Download our documentation

PITPS Information Memorandum

PITPS Brochure

PITPS Application Form - Advised

PITPS Application Form - Non Advised

Other Products

Praetura EIS Growth Fund

How can I invest with Praetura Ventures?

Investing with Praetura Ventures is straightforward to make life easier for you. Simply use the contact form to get in touch. Or, if you’d prefer, get in contact directly with a member of the team.

Jonathan Prescott – jon.prescott@praetura.co.uk – 07710 087636

Stephen Green (North West) – steve.green@praetura.co.uk – 07838 506800

Mike Mannion (National) – mike.mannion@praetura.co.uk – 07816 860906

Mo Hussain (Southern) – mo.hussain@praetura.co.uk – 07548 759 491

Contact Us

Why we are asking you this?

There are a number of restrictions on the types of investors that certain investments can be promoted to. At Praetura Ventures, the products and services are categorised by the FCA as Non readily realisable securities cannot be promoted to all retail clients, unless they meet one of the exemptions in the Conduct of Business Sourcebook (COBS) 4.12.4R. Praetura Ventures must ensure that the materials they produce for non-readily realisable securities are not likely to be received by retail clients, unless the retail clients meet one of the exemptions in COBS 4.7.7R.

This is because these investments can be more complex, illiquid or more likely to be riskier than other, regulated investments. In order to have access to our products you need to meet one of the tests above.

Why we are asking you this?

There are a number of restrictions on the types of investors that certain investments can be promoted to. At Praetura Ventures, the products and services are categorised by the FCA as Non readily realisable securities cannot be promoted to retail clients, unless they meet one of the exemptions in the Conduct of Business Sourcebook (COBS) 4.12.4R. Firms must ensure that the materials they produce for non-readily realisable securities are not likely to be received by retail clients, unless the retail clients meets one of the exemptions in COBS 4.7.7R.

Praetura Inheritance Tax Planning Service