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Ingenious Capital Management Holdings Limited investment portfolio

Ingenious Capital Management Holdings Limited has made numerous investments in companies such as Ingenious Apex, Ingenious Estate Planning, and Ingenious Real Estate Enterprises 1 within the PropTech sector.

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Portfolio
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Team
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Ownership Chain

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Portfolio (3)

CompanySectorSourceLast confirmed on
Ingenious Apex Limited
INGENIOUS APEX LIMITED operates an estate planning service called IEP Apex, which invests in portfolio companies primarily within the real estate and TMT sectors. This service aims to provide Inheritance Tax (IHT) cover from the first day of investment, achieve steady growth, and offer a care planning service for UK resident investors aged 18 to 86.
PropTechFinTech
Confirmed2025-09-26
Ingenious Estate Planning Limited
INGENIOUS ESTATE PLANNING LIMITED provides estate planning services, including IEP Apex, IEP Classic, and IEP Private Real Estate, which utilize tax-efficient investment strategies, primarily in asset-backed real estate lending, to help individuals mitigate Inheritance Tax and Capital Gains Tax. Their services are designed for professional investors, financial advisers, and UK residents seeking to maximize wealth transfer to beneficiaries and plan for future care needs.
Confirmed2025-09-15

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Shareholding changes (3)

Ingenious Capital Management Holdings Limited's positions across portfolio companies
2025
2024

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Articles (1)