Skip to main content
Product XXX
Offer Size
Minimum Investment£25,000
Maximum Investment None, but the maximum amount for which an investor can claim tax relief is £1 million per tax year
Initial Charge1%
AMC1.75%
Performance Fee 20% on distributions over £1
Custodian fee0.25% p.a.
Offer Close DateThree closes per year: 31 December, 27 March, 31 June
Minimum Investment Period3 years to qualify for tax relief
LiquidityTarget: 5-7 years
Exit ChargeMax. 0.35%
Target Return2.5 x
Loss ReliefYes
IHT ReliefYes
Investment ObjectiveCapital Growth
Manager
Tax-free GrowthYes
Tax-free DividendsNo
Income Tax ReliefYes. Subject to minimum holding period.

 

Get in Touch

Please do not hesitate to get in touch for further information on LightTower Partners or on the investment products we distribute.

Back to top