Wholesale Investors

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.

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

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.

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.

Alignment of interests is at the heart of the Merx Wholesale 1 Pie Trust proposition. Find out more here.