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Adapt
IHT Portfolios

When it comes to Inheritance Tax, we fly in formation. We know you need a strategy delivering a swift and straightforward solution.

Inheritance Tax (IHT) is affecting more and more people.  The tax-free threshold on an individual’s estate is currently just £325,000. With this set against rising property values, it’s likely that IHT will bite into the legacy you want to leave.

Key Benefits

Mitigate IHT and preserve wealth, with return potential. An option to withdraw capital means you stay in control.

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Preserve Wealth

If assets are over the current IHT tax-free threshold of £325,000, investing into Adapt IHT Portfolios can potentially reduce the 40% tax payable on your excess estate. Adapt IHT Portfolios can become exempt from IHT in just two years.

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Maximise Growth

Our competitive fee structure creates enhanced upside potential. Blackfinch only takes an annual management fee of 0.5% +VAT after we have achieved a minimum target return for you of 4% or 6% depending on the model you select.

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Stay In Control

Retained access to and control of your capital enables you to make full or partial withdrawals if the situation changes. You can take a regular payment from your investment (quarterly, semi-annually or annually) or leave the capital invested.

How It Works

The below example illustrates potential savings following investment.

Total value of estate

£950,000

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amount invested into adapt IHT Portfolios

£400,000

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amount liable to IHT

£225,000

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IHT payable on death (40%)

£90,000

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amount saved by investing in Adapt IHT Portfolios

£160,000

Further Reading

For more information on the Adapt IHT Portfolios you can select from the links below. You can also email [email protected] or call 01684 571 255 to make an appointment with one of our team.

MICAP Report

We are very proud that the Adapt IHT Portfolios have received a review from MICAP, the provider of quality independent due diligence and research into the tax-efficient investment market.

Click here to view the latest capital preservation MICAP report

Click here to view the latest growth MICAP report

case studies

Click here for case studies and see how the Adapt IHT Portfolios can help mitigate IHT liability in different situations.

downloads

To download all key product information select the links below:

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