Preserving Family Wealth

Specialising in tax-efficient investing, we offer solutions to meet customers’ needs. These reflect legislative developments and evolving client requirements.

We have a strong track record in providing Enterprise Investment Schemes (EIS). And our popular Inheritance Tax (IHT) range is recognised for a more efficient route to IHT mitigation. With the ability to adapt to policy changes, we offer next-generation services. We focus on solutions that can enable clients to protect their legacy and help future generations to thrive.

Our Products

SOLUTIONS TO HELP MITIGATE INHERITANCE TAX

Take a look at our discretionary managed portfolio services, which can deliver IHT relief in just two years, with flexibility and control for investors.

EIS BRINGING A RANGE OF TAX BENEFITS

The Blackfinch Ventures EIS Portfolios bring tax benefits and return potential, focused on early stage, high-growth firms aligned with updated EIS requirements.

A BESPOKE MANAGEMENT SERVICE FOR BUSINESSES

Learn about our service, bringing the opportunity to maximise the earning potential of excess cash through asset-backed lending.

Our Approach

We are focused on safeguarding clients’ investments, from targeting qualifying businesses, to charging lower fees, to working to deliver a fair and transparent return.

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