Praetura Inheritance Tax Planning Service is a non-AIM/unquoted BR product. It is an Alternative Investment Fund, which will invest wholly into Quay Street Trading Limited (Quay Street). The latter will lend money to SMEs through various types of asset-backed or secured lending. It has a target return of 4.5% p.a., after all fees.
The report goes into details of how the investment process works, sourcing and decision-making, exit strategies, post-investment governance and monitoring, fees and more. It also includes Hardman & Co’s unique fee calculation table, allowing advisors and investors to properly investigate their effect.
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