Help centre

Helpful articles from the Investment Quorum team.
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Financial planning
Investment management
IQ Wealth app
Administration
Regulatory

Business Property Relief

The main aim of Business Property Relief (BPR) was to protect family-owned businesses and enable them to carry on trading after the death of the owner without an inheritance tax (IHT) liability.
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Regulatory
6 min read

Capital Resources Directive | Basel II - Pillar 3 Disclosure

Investment Quorum Ltd (the firm) was classified as a BIPRU (formerly ‘Limited Licence’ €50k) firm and, as such, was required to comply with the three Pillars of Basel II (the Capital Requirements Directive).
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Cashflow Planning

Cashflow planning provides us with valuable insights and presents us with planning opportunities to give you the best chance of making the right choices with your finances.
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Administration
2 min read

Disinvesting from my portfolio

Steps required to disinvest from your portfolio.
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IQ Wealth App
1 min read

Documents area (mobile app)

A helpful guide to which documents to you can upload to your documents area on your mobile app.
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IQ Wealth App
1 min read

Documents area (web app)

A helpful guide to which documents to you can upload to your documents area.
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Family Investment Companies

Family investment companies (FIC) offer a different structure enabling individuals to pass on wealth while maintaining control of assets, as well as offering potentially greater tax efficiency.
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IQ Wealth App
1 min read

How can I check the value of each of my holdings in my investments? (web app)

Steps to find the individual valuations on each holding within your investments.
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IQ Wealth App
1 min read

How do I add a photo from my Android gallery to the documents area? (mobile app)

Steps to add a photo from your Android gallery to your documents area.
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IQ Wealth App
1 min read

How do I add a photo from my Apple camera roll to the documents area? (mobile app)

Steps to add a photo to the documents area from your Apple device's camera roll.
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IQ Wealth App
1 min read

How do I add a photo to my secure message on my Android phone?

Steps to add a photo to a secure message on the IQ Wealth app from your Android device.
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IQ Wealth App
1 min read

How do I add a photo to my secure message on my iPhone?

Steps to attach a photo from your iPhone to a secure message.
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