Blackfinch has joined Intelligent Partnership as a Learning Partner, and can now offer E-learning courses at a discounted rate.

Contact us to find out more



Tax and estate planning is a growing area of financial and investment advice, and no advisory firm can claim to provide a holistic service to their clients without a comprehensive understanding and up-to-date of knowledge of the UK’s tax-advantaged venture capital schemes and various IHT reliefs.

Blackfinch is delighted to announce that we have joined Intelligent Partnership as a Learning Partner for the Tax & Estate Planning Accreditation. The accreditation is a CDP-accredited e-learning program aimed at regulated advisers, wealth managers, paraplanners, accountants and solicitors that require a recognised level of ‘knowledge and understanding’ in all areas of tax and estate planning (TEP).

The TEP Accreditation is written by Intelligent Partnership and accredited by the CISI, PFS & CII and endorsed by the relevant industry associations including the AIC and EISA, who are the Accreditation’s Learning & Development partners.

The format is an engaging mix of written, video and interactive original content that includes case studies, calculators, template documents, process flowcharts, and decision-making trees.


Key Features:

  • Access from anywhere
  • Suitable for all learning styles
  • Dynamic and interactive
  • CDP accredited

Available courses: Enterprise Investment Scheme (EIS), Business Relief (BR) and Venture Capital Trusts (VCT)

As a Learning Partner, Blackfinch will be providing advisers with comprehensive and useful learner resources across the EIS, BR and VCT courses. This includes learner resources such as case studies and practical guides. Blackfinch is dedicated to helping advisers as they navigate the tax and estate planning landscape and we look forward to being a TEP Accreditation Learning Partner.

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