Adapt IHT Portfolios – Lifetime 0% AMC Offer

Jerry Price

Adapt IHT Portfolios

The Adapt IHT Portfolios offer an efficient and straightforward solution to the challenge of Inheritance Tax (IHT). Blackfinch is running a seasonal offer to apply a 0% annual management fee (AMC), throughout the life of the investment, for all clients invested in the portfolios. The offer extends to all clients currently invested, along with any clients investing by the end of March 2019.

Next Steps

Advisers with clients who would like to take up this offer can work to ensure that cleared funds and applications are received by 31st March 2019. Cheques will need to be with Blackfinch by 22nd March 2019.

For more information please call 01684 571 255 or email [email protected].