UK-based Regatta Financial Solutions is a financial services company that focuses on tax-friendly investing and wealth protection.
Their strategy is intended to assist clients in safeguarding and increasing their capital while lowering their tax obligations; it focuses especially on Inheritance Tax (IHT) relief via Business Relief rules.
If you are looking to invest as an expat or high-net-worth individual, which is what I specialize in, you can email me ([email protected]) or WhatsApp (+44-7393-450-837). This includes if you are looking for a second opinion or alternative investments.
Some facts might change from the time of writing. Nothing written here is financial, legal, tax, or any kind of individual advice or a solicitation to invest.
This article is mainly intended for non-UK resident readers.
Who is Regatta Financial Solutions?
The UK company provides corporate and small business property developers in the residential, social housing, and commercial sectors with secured, asset-backed loans.
Regatta Financial UK caters to high-net-worth individuals, entrepreneurs, and beneficiaries of trusts seeking tax-efficient investment options.
Key Regatta Financial services include inheritance tax relief investments. They craft such investments which allows investors to possibly transfer wealth without paying IHT following a qualifying holding period.
By purchasing stock in a business that is eligible for IHT relief, clients can obtain complete IHT relief in just two years. This is especially alluring to people who want to shield their estate from high taxes when they pass away.
Regatta Financial Investment Options
Growth Investment
- Invested through capital shares.
- Targets an 8% yearly return, disbursed upon exit, after deducting costs and fees.
- Eyes investors focused on capital appreciation with a lump-sum payout.
Income Investment
- Invested through preference shares.
- Delivers a 6% yearly dividend, paid out each year, net of costs and fees.
- Targets investors seeking steady, regular income.
Regatta Fees
Regatta Financial Solutions has no lock in period, no entry fees, and no exit fees.
Pros and Cons of Regatta Financial UK
Purchasing qualifying shares of Regatta can offer a substantial tax efficiency benefit for estate planning. The investment is transparent with no entry fees, and investors can exit anytime without penalties.
It’s backed by legal rights over UK residential and commercial properties.
Shares can also be sold and reinvested within three years without affecting IHT relief if holding conditions are followed.
Consortium Investment Management, an FCA-regulated firm, oversees the fund. This adds an extra layer of oversight.
However, the investment is not for everyone. It only targets sophisticated or advised investors.
Albeit there is no lock-in period, real estate investments are usually not very liquid.
There’s little public information available on past results. That makes it a struggle to gauge potential risks and returns before committing funds.
Returns are not guaranteed and depend on project outcomes. It’s an investment with significant risks; it’s best to proceed with caution and seek advice.
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