Freyr Investment Management launches
Freyr Investment Management today announces its launch, entering the market at a time of significant change for advisers and the families they support.
IFA Magazine
Against a backdrop of rising inheritance tax receipts and frozen thresholds, with most unused pensions set to fall into the estate from April 2027, Freyr identified a gap in the market for a transparent and clearly priced service that targets higher returns as well as tax relief, with access to capital typically available quarterly.
Over the coming decades, £5.5 trillion is estimated to pass between generations in the UK1 and inheritance tax receipts are forecast to rise by 75% between 2024/25 and 2030/312. For advisers, this is expected to drive a growing number of complex conversations around retirement, inheritance and long-term wealth preservation.
The firm’s core proposition, the Freyr Estate Planning Service, is designed to qualify for Business Relief and invests in...
