Help your clients diversify and solve their tax problems with a Blackfinch AIM ISA portfolio

Do you have clients who are yet to invest in their ISA this year? Or do your clients currently have an Inheritance Tax (IHT) liability, or will they in the future?

You could consider Alternative Investment Market (AIM) as one of the ISA’s to explore. By doing so, your clients could benefit threefold:

  1. Smaller company exposure:
    Not many clients have smaller company investments, yet these can be a great long-term option. If clients do have them already then they could be best held in an ISA. This is because there’s potentially a greater likelihood of substantial capital growth over the longer term. This would make the most of the ISA’s tax-free nature.
  2. Diversification:
    Although smaller companies are often considered higher-than-average risk investments, as part of an overall portfolio they can aid diversification.
  3. IHT mitigation:
    Clients can build up investments that receive up to 100% IHT relief after 
    just two years (if held at death) as it’s expected that they’ll qualify for 
    Business Relief (BR).

Download our client insights to discover how you can help your clients achieve their best outcomes in an AIM ISA:

Download Client Insights

If you would like to speak to us regarding the client insights or any current or client cases, please feel free to contact the team.

Our highly qualified regional BDMs would be delighted to sit with you and work through different client scenarios or possible planning options to help your clients achieve their best outcomes.

[Capital at risk]

Don't forget, Tax Year End is approaching

Here are the application deadline dates below. Also, we have a webinar on Monday 20th February and would like to invite you along. You can see more details and register here.

1.0% discount on Blackfinch Spring VCT applications with us before 3pm on 3rd April 2023. Find out more and apply online Blackfinch Spring VCT

EIS funds received and cleared by 24th March will be deployed in the current tax year, meaning investors can use carry back to claim Income Tax relief for the tax year 2021/2022. Find out more and apply online Blackfinch Ventures EIS

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