Blackfinch Spring VCT PLC offers insights on mitigating Inheritance Tax (IHT) for Individual Savings Account (ISA) investments. The company highlights that ISAs are included in the estate for IHT, potentially subjecting them to a 40% IHT liability if the estate exceeds the Nil-Rate Band/Residence Nil-Rate Band allowances. The insights article provides potential solutions to mitigate IHT, guidance on utilizing the annual ISA allowance, and information on the Additional Permitted Subscription (APS).
Blackfinch Spring VCT PLC emphasizes its customer service and the three-hour service level agreements, aiming to assist advisers with the Blackfinch Adapt IHT Service. The company encourages reaching out to their expert team for assistance. Additionally, it is noted that tax reliefs are subject to individual circumstances and change.
The company's contact information and regulatory details are provided at the end of the communication. The email also includes a disclaimer regarding the intended use of the information and confidentiality, as well as a caution about the risks associated with high-risk investments.