ProVen Legacy Limited

Is designed to help investors mitigate inheritance tax (IHT) and preserve their capital. Investors should be able to benefit from up to 100% tax relief from IHT on the value of their shares,

provided that they have been held for at least two years and at the time of death. This strategy is designed to meet the conditions of Business Property Relief, a tax incentive established by the government to encourage investment into trading businesses.

Key Facts

Net Asset Value per Redeemable Growth Share: 105.0p as at 30 June 2021.

Net Asset Value per Redeemable Income Share: 103.3p as at 30 June 2021.

Lending Adviser – Beringea LLP

Registrar – Link Group  Address: Link Group, 10th Floor, Central Square, 29 Wellington Street, Leeds, LS1 4DL

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