WEALTH PRESERVATION

 

If your assets are worth more than the current IHT tax-free threshold of £325,000, an investment into the Blackfinch IHT Portfolios could significantly reduce the 40% tax payable on your excess estate.

 

REASSURANCE

 

Trading activity focuses on capital preservation and risk mitigation. We only invest in Business Property Relief qualifying companies where we either hold security over assets or secure revenue streams are available.

 

SWIFT MITIGATION

 

Investments into the Blackfinch IHT Portfolios are 100% exempt from IHT after two years, whereas gift and trust arrangements take seven years to achieve full exemption.

 

A SIMPLE SOLUTION

 

Unlike established IHT solutions, the Blackfinch IHT Portfolios have no complex or expensive legal structures and have just one application form to complete.

 

MAXIMISE GROWTH

 

Our competitive charging structure means that the Blackfinch IHT Portfolios give you enhanced upside potential. We only take our annual management fee of 0.5% (+VAT) after we have achieved a minimum target return for you, of 4% or 6%, depending on which model portfolio you select. Portfolio returns above the target return belong entirely to the investor.

 

FLEXIBLE WITHDRAWALS

 

You can take a regular payment from your investment (payable quarterly, semi-annually or annually), or leave the capital invested to maximise growth.

 

STAY IN CONTROL

 

You retain access to and control of your capital, allowing you to make full or partial withdrawals if your circumstances change.

 

 

 

Blackfinch Investments Limited

Blackfinch House, Chequers Close, Malvern, Worcestershire WR14 1GP

Blackfinch Investments Ltd is authorised and regulated by the Financial Conduct Authority.

Terms and Conditions   |  Cookies & Privacy  |  Important Information

T 01684 571255

F 020 7160 9319

E enquiries@blackfinch.com