Help your clients transfer their investments into our flagship Inheritance Tax (IHT) solution.
Are your clients seeking to transfer existing investments in IHT solutions? The Adapt IHT Portfolios are currently open for transfers with a 0% initial fee, available up until August 2019.
As part of our range focused on Business Relief (BR), in turn bringing IHT relief, the Adapt IHT Portfolios can enable IHT exemption after just two years, and if investments are held at death. They also offer investors flexibility, with control over and access to capital and the choice of two portfolios, catering for different client needs.
If you have clients who need to transfer investments, contact us using the information below. With streamlined processes we’re here to help as you support your clients.
Call: 01452 717 070
Email: [email protected]
Visit: Blackfinch Investments
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