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IntroducIng<br />

PrIme InherItance<br />

tax ServIce<br />

Direct Lending to Small Businesses<br />

can generate long term, stable<br />

returns whilst mitigating<br />

inheritance tax.<br />

helping small<br />

businesses reduce<br />

their costs and<br />

increase their<br />

efficiency through<br />

the financing of<br />

modern equipment,<br />

machinery and<br />

vehicles as well as<br />

providing capital for<br />

renewable energy<br />

and waste to energy<br />

related projects.<br />

IHT PORTFOLIO<br />

To learn more<br />

visit our website,<br />

follow us online<br />

or contact us:<br />

T: 0203 178 4055<br />

E: info@prime-iht.co.uk<br />

W: www.prime-iht.co.uk<br />

NOTE: This document is issued by Prestige Asset Distribution Limited, as financial promotion for information purposes only. It should be ignored by any UK recipients who are not either (i) authorised<br />

under the Financial Services & Markets Act 2000 (“FSMA”) or (ii) are investment professionals (within article 19(5) of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (as<br />

amended) (‘‘FPO’’), certified sophisticated investors (within article 50(1) of the FPO), persons of a kind described in article 49(2) of the FPO or certified high net worth individuals (within article 48(2) of<br />

the FPO). If you are in any doubt you should consult an independent financial advisor, who should be authorised under the Financial Services & Markets Act 2000 if you are in the UK. This financial<br />

promotion has been approved for the purposes of s21 FSMA by Prestige Asset Management Limited which is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Your capital<br />

may be at risk and you may not get back the full amount invested. Tax treatment depends on the individual circumstances of each investor and may be subject to change. Past performance is not a reliable<br />

indicator of future results and any forecast is not a reliable indicator of future performance. The availability of tax reliefs also depends on the investee companies maintaining their qualifying status. The<br />

Prime IHT Portfolio invests into small unquoted companies which are not quoted on any stock exchange and which are likely to have higher volatility and liquidity risk than shares quoted on the London<br />

Stock Exchange Official List. First Equity Limited, Prestige Asset Distribution Limited, Prestige Asset Management Limited and Jarvis Investment Management Limited do not provide financial or tax advice<br />

on the Prime IHT Service and as this product is not suitable for everyone, investors should seek independent investment and tax advice from suitably qualified advisor(s) before making an application to<br />

invest in this product. Please note that all the information and figures in this document are correct as at 09/2015, unless otherwise noted. © 2016

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