SECURE ORDER FORM
For Webinar Attendees Only
Join The Angel Legacy Service Today and Save 20% on The Official Annual Fee
Yes Modwenna, I wish to organise my Angel Investment portfolio for my immediate benefit as well as for my executors and heirs?
As part of the Angel Legacy service you will:
Maintain confidentiality with regards to my portfolio
Check my portfolio against Companies House filings (and with each Company Secretary if required) to validate all my investments
Set up notifications for me to monitor my portfolio
Send me link so I can view and monitor my portfolio 24/7 on your secure online platform, including proactive notifications of Corporate and other events
Send me a template letter for my executors and a guide to briefing my executors and heirs about my angel portfolio
Offer me dates for the seminars you hold for angel investors and their executors and heirs on managing an angel portfolio
As a member of the Angel Legacy service I will also enjoy the following benefits:
My portfolio investments will be recorded and up to date, making sure all the paperwork is held in a secure environment, that is also accessible by my executors and heirs.
Real-time reporting and support for me, my executors and heirs, including independent valuations for HMRC
Annual valuations
Write-off valuation reports on demand
Portfolio report for my tax return
Template letter for my executors and heirs
Free support for my executors during Probate, at no charge, including valuations
Free support for my heirs following Probate in matters relating to my portfolio
Active S/EIS certificate management
Annual valuations of my portfolio + write-off valuations as required
And for my peace of mind I may cancel at any time within the first 3 months without any further obligation to continue
Angel Legacy Service Fee
For a portfolio of up to 20 investments:
£1,647.00+VAT per year
I can choose to pay up front or in monthly instalments.
If I decide to pay up front, I can claim a 20% discount:
£1,317.60+VAT per year
My Preferred Payment Option
Annual: Single payment of £1,317.60+VAT (saving 20%)
Monthly: 12 monthly payments of £137.25+VAT
PAY NOW
Annual subscription (discount of 20%)
https://pay.gocardless.com/AL0003NNJ96HWF
Monthly subscription
https://pay.gocardless.com/AL0003NNJHAQRY