Andrew Dunning, Author at Merx

Wholesale 1 PIE Trust: More about our approach

With Budget 2023 and the update to the tax rate for Trusts, investing in a PIE has become even more beneficial for some investors.

Find out more about the Wholesale 1 PIE Trust: Our strategy, safeguards, and current portfolio mix.

Investing in a PIE can offer a tax advantage for high-income earners and trusts. And these tax benefits can compound over time.

We’re happy to play our part in helping clients see their projects through completion.

Here’s why we chose the PIE trust structure, and how it benefits us and everyone who invests alongside us.

Amid challenges, there are always valuable opportunities for business owners and property professionals to seize.

Here we delve deeper into the structure of the Merx Wholesale 1 PIE Trust, why it has been established this way, and how that benefits our investors.

Recently, we had the pleasure of working with a client who faced a difficult situation.

With the Merx Wholesale 1 PIE Trust, we are bringing it all together to build the fund we want to invest in when we get older.

Check out latest client scenarios to learn more about how we support business owners and property developers.