Help clients pass on ​​​​​​​wealth without IHT

Download your free resource pack to help identify relevant clients and solve their IHT problems 📖

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Help clients pass on
wealth without IHT

After decades of house price increases, more people are finding themselves with an Inheritance Tax liability in their estate, reducing the value of what they are able to pass on to their beneficiaries. 

Investments into Business Relief (BR) qualifying companies can be passed to beneficiaries free from inheritance tax after as little as just two years and if held at the time of death.

Download your free resource pack to help identify relevant clients and solve their Inheritance Tax (IHT) problems

included in your free pack

• Guide to BR
• Case Studies and client planning scenarios
• Performance Data 
• Blackfinch Adapt IHT Brochure

The Blackfinch Adapt IHT Portfolio invests in UK renewable energy, property development and asset backed lending with various asset allocations and returns to work alongside a wider portfolio.

Minimum investment £25,000

Target return of
3-5%,

Choice of 4 portfolios

If you would like to know more about the Adapt IHT Portfolios, or our wider range of tax-efficient and asset management services, please get in touch below.

Capital at risk

Blackfinch Investments Limited is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 2705948. Registered Office: 1350-1360 Montpellier Court, Gloucester Business Park, Gloucester, GL3 4AH

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