Adapt IHT Portfolios Receive Outstanding Review With High Score of 85 from MJ Hudson Allenbridge



We’re very proud that the Adapt IHT Portfolios, launched in 2013, have received a high score of 85 and praise from MJ Hudson Allenbridge. The portfolios draw on Business Relief (BR) to provide a swifter route to Inheritance Tax mitigation after just two years (and if investments are held at death).


Highlights from the Allenbridge report:

Returns: “Gross returns of 5.57% are above many peers in the market”

Fees: “Blackfinch has a lower AMC than its competitors”

Process: “Impressed with the structure and rigour of the procedures”

Diversification: “The large number of projects spread between different sub
sectors gives a more diversified portfolio”

Service: “An evergreen BR-qualifying opportunity”


Download the full report as a PDF HERE



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