Inheritance Tax / Business Relief
Carlton Wealth Preservation
A specialist investment service for eligible investors considering Business Relief within inheritance tax plans.
Specialist Solutions
Beyond mainstream investment.
New Walk Consulting works with a carefully selected group of specialist investment providers whose propositions address planning challenges mainstream solutions do not.
Current propositions
Selected specialist solutions
Each proposition is presented on equal terms with its own risk disclosure. Additional providers and propositions may be added over time.
Private Credit / Business Relief
PMJ Private Credit Fund
A specialist private-credit proposition for eligible investors in inheritance-tax and Business Relief planning.
Alternative Investment / Property Finance
Carlton Bonds
Fixed-rate investment supporting UK property lending and development finance for eligible experienced investors.
Venture Capital / SEIS
GCV SEIS Investments
Early-stage venture opportunities under the Seed Enterprise Investment Scheme for qualifying eligible investors.
Venture Capital / EIS
GCV EIS Investments
Growth-stage venture opportunities under the Enterprise Investment Scheme for qualifying and eligible investors.
Property / Joint Venture
JV Property Investments
Joint-venture property opportunities alongside experienced operating partners for qualifying eligible investors.
New Walk Consulting works with a carefully selected group of specialist providers. The propositions shown are not ranked and no proposition is presented as more suitable than another. Suitability depends upon individual circumstances. Capital at risk — the value of specialist investments can fall as well as rise and investors may not get back the amount invested. Tax treatment depends upon individual circumstances and may change. These propositions are intended for eligible and experienced investors only.
Selection
Selective rather than comprehensive.
New Walk is not a marketplace and does not aim to list every specialist product available. It works with a small number of propositions it understands in depth.
Each proposition is examined structurally: the underlying activity, the qualifying conditions where relevant, the risks, and the practical realities of documentation and liquidity.
Nothing shown here is a recommendation. Specialist investments are available only to eligible investors and place capital at risk.
Which conversation is the right one?
Speak to Andrew about a specific client requirement, or compare the broad characteristics of each proposition side by side.
Important information
Nothing on this website constitutes financial, tax or legal advice, or a personal recommendation. Specialist investments referenced are available only to eligible investors and involve risk to capital.
Business Relief and other tax treatment depend upon individual circumstances and the relevant legislation, which may change.
Tax treatment depends on individual circumstances and may change. Where Business Relief is discussed, qualification for relief is not guaranteed. Investments can fall as well as rise in value and investors may not get back the amount invested.
Please see our Risk Information for further information