How it Works

& What it Costs

Tier 1

Wealth Strategy

&

IHT Planning

Investment: £55,000 per year

✅ Everything in Tier 2 (Growth & Opportunities Programme) and Tier 3 (Market Insider Core) plus:
✅ Bespoke IHT and estate-planning strategy development
✅ Lifetime gifting, trust creation, and family-company structuring
✅ Business-Property Relief (BPR/AIM) optimisation
✅ Coordination with solicitors, accountants, and tax specialists
✅ Offshore and onshore wealth-preservation structures
✅ Family-governance and succession planning
✅ Custom dashboards, performance reports, and IHT projections
✅ Online portal to securely store and manage all documents and advice
✅ Quarterly in-person or virtual strategy sessions with your wider team
✅ Ongoing support available on a retainer basis for continued review and implementation
✅ Adaptation to changes in legislation and tax rules to keep plans compliant and optimised
✅ Optional workshops for heirs and next-generation education
✅ Continuous access to Market Insider’s private network of advisers

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Tier 2

Growth & Opportunities Programme

Investment: £35,000 per year

✅ Everything in Tier 3 (Market Insider Core) plus:
✅ Access to off-market and private investment opportunities through Market Insider’s professional network
✅ Comprehensive due-diligence support on each project or offer
✅ Physical gold and bullion strategies — sourcing, storage, resale
✅ Bitcoin and digital-asset investments and custody
✅ EIS, SEIS and VCT qualifying investments
✅ High-income, asset-backed bonds (typically 10–12 % yields)
✅ Off-plan property developments, joint-venture and private-placement projects
✅ Early-stage and pre-IPO participation
✅ Assistance with business sales, exits and reinvestment planning
✅ Quarterly diversification and portfolio-balance reviews
✅ Direct communication with Market Insider’s research team for ongoing updates

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Tier 3

Market

Insider

Core

Investment:

£18,000 per year

✅ Comprehensive UK equity research using the Dividend Income Plus (DIP) framework
✅ Exclusive access to the DIP Research System — a proprietary tool for identifying high-yield, low-risk opportunities
✅ 2–5 trading signals per month with full analysis, rationale, and performance tracking
✅ Hedging strategies to protect portfolios during market downturns
✅ Global diversification — including S&P 500 exposure, funds, and value investment trusts
✅ Advanced asset-allocation modelling across equities, fixed income, and preference shares
✅ AIM-listed and off-market opportunities with high due diligence
✅ Insights on corporate actions, takeovers, and mergers impacting portfolio holdings
✅ Personal mentoring from Ranjeet Singh, available five days a week
✅ Monthly one-to-one calls and quarterly portfolio reviews
✅ Tax-efficient ISA/SIPP planning for income and capital preservation
✅ Automatic access to Market Insider investor community plus priority support

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Tier 1 – Wealth Strategy & IHT Planning

Wealth Strategy & IHT Planning is built for those who have already achieved financial success and now want to ensure their wealth is structured, safeguarded, and positioned for the next generation.

It combines expert portfolio research with tailored estate-planning and tax-efficient frameworks — giving you peace of mind that your legacy is protected and future-ready.

Ideal For: Investors and families who have already built significant wealth and now wish to focus on security, succession, and efficiency — not speculation. Those who value discretion, structure, and close professional collaboration to protect what they’ve earned.

Tier 2 – Growth & Opportunities Programme

The Growth & Opportunities Programme focuses on carefully vetted investments that sit beyond traditional equity markets. Each opportunity is researched, discussed, and reviewed in depth to ensure that clients understand the underlying structure, risk profile, and return potential before committing capital.

Ideal for: Investors who already have sufficient exposure to mainstream equities and now wish to diversify intelligently into private-market, asset-backed, or tax-advantaged opportunities that combine growth potential with structural protection.

Tier 3 –

Market

Insider Core

The programme is built around the Dividend Income Plus (DIP) Strategy — created and developed by Ranjeet Singh, founder of Market Insider.

Ideal for: Investors who want a structured and simple plan to grow wealth, reduce tax through ISAs and SIPPs, and learn a proven approach to dividend investing directly from the author of the DIP Strategy.

WE'LL TAKE CARE OF (ALMOST) EVERYTHING

And of course don't forget that we'll also help you with a whole host of other services, all designed to make your life hassle-free and easy.

Here’s a quick reminder of what you’ll receive:

✅ Administration & Paperwork

✅ Share Certificates

✅ Corporate Actions e.g. Takeovers, Rights Issues

✅ Online - Help setting up accounts

✅ Transfers to New Platform Providers

✅ Tax Efficiency - Pensions & Stock ISAs

✅ Tax Returns

✅ And more....

PROFESSIONALS AT YOUR SERVICE

When you join us, you’re not just accessing DIP Methodology research, you’re gaining full support and a network of trusted professionals. From accountants to inheritance tax planners, from probate solicitors to financial advisors, and from mortgage advisors to wills and trusts experts. We've built our connections over 25 years in the City of London.

Hopefully you'll never need them but if you ever did, we can save you time and money by giving you access to our ready made network.

Our service is designed to help you in many more ways than just providing you with great data.

MINIMUM SHARE PORTFOLIO £250,000

Our services are best suited for high-net-worth investors with a minimum portfolio of £250,000. You can still use our services with a smaller portfolio, but it’s important to consider the cost as a percentage of your investments.

🔹 £100,000 Portfolio → You need an 18% return (£18,000) to cover the fees, which is very challenging.

🔹 £300,000 Portfolio → The same fee (£18,000) represents only 6%, making it far more manageable.

Consider your personal financial situation, and if unsure, consult a qualified advisor.

If we do our Job Correctly,

'You' Won't Pay us a Penny

Every share portfolio needs good market research to perform

And if your portfolio isn't performing consistently, then it's because you don't have enough time or knowledge to make it grow. That's where we come in.

We can't make any guarantees but we expect for your portfolio to grow with our research by more than what you're paying us.

That's the goal - for the market to pay us, not you.

Join our specialist stock market research company, and receive real-time research insights via Whatsapp and SMS, using our own proprietary Trading System. With unlimited support, and access to a 24-Hour dedicated online portal, you'll have the latest market data at your fingertips.

Market Insider is not regulated by the Financial Conduct Authority. We do not provide investment advice or trading recommendations. We provide stock market research and share our knowledge based on the DIP Strategy. It is your decision how you use this research. Your capital is at risk and you should seek independent advice before investing.

Phone +44 20 4614 5186

Email info@marketinsider.uk