Blackfinch Resources
Below you will find a range of helpful materials in an easy-to-download format. Tick the boxes on the left to narrow down your selection. If you need any other materials, or require our literature in alternative formats including digital applications, please email [email protected].
We always recommend that investors seek financial advice before deciding to invest, to help ensure that a product is appropriate for them. We know that advisers work closely with investors, providing valuable support. It’s also really important that investors read key documents and make sure that they understand the risks before deciding to invest. Advisers can also help with this process.
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Quarterly Investment Insights: AIM in Focus Webinar I October 2024
AIMWebinar
Recorded Thursday 17th October: Hear the latest AIM company news, gain insight on recent portfolio activity and find out the state of play for the wider UK market.
An Introduction to Forestry Investing
IHTGuides
This guide introduces forestry as an asset class, explains how we will manage the risks of a forestry investment, and explains why forestry benefits investors in the Blackfinch Adapt IHT Service.
Deferring Capital Gains Tax by Investing in an EIS Portfolio
EISCase Studies & Insights
Download the Client Planning Scenario: Deferring Capital Gains Tax by Investing in an EIS Portfolio
Blackfinch 10 Minute Market Forecast | December 2024
MPSWebinar
Recorded Tuesday 3rd December 2024: Hear from our Investment team on the latest macro-economic changes happening across global markets and what it could mean for your investors.
IFSL Blackfinch NextGen Infrastructure Fund - October
MPSFactsheet
IFSL Blackfinch NextGen Infrastructure Fund - October
Blackfinch Ventures Energy Transition EIS Portfolios Consumer Duty Outcomes Review
Consumer DutyBrochures
Blackfinch Ventures Energy Transition EIS Portfolios Consumer Duty Outcomes Review
Using a Venture Capital Trust (VCT) to extract profits from a business tax efficiently
VCTCase Studies & Insights
Client Planning Scenario: Using a VCT to extract profits from a business tax efficiently
IFSL Blackfinch NextGen Infrastructure Fund - Fund Information sheet
MPSFactsheet
IFSL Blackfinch NextGen Infrastructure Fund Monthly Factsheet
Blackfinch Energy Transition EIS Portfolios Declaration & Undertakings
Blackfinch Energy Transition EIS PortfoliosGuides
Blackfinch Energy Transition EIS Portfolios Declaration & Undertakings
CIO Outlook - Q4 2024
MPSDiscussion Papers
Get ahead of the curve with our Q4, 2024 CIO Outlook available to download
Advisers Guide to Estate Planning and Probate
IHTGuides
Help guide your clients and their beneficiaries through estate planning and probate
Blackfinch Spring VCT Half-Yearly Report 28 June 2024
VCTReports
Blackfinch Spring VCT Half-Yearly Report 28 June 2024
Blackfinch Adapt AIM Takeover Activity - Alpha
AIMGuides
Blackfinch Adapt AIM Takeover Activity - Alpha
Blackfinch Adapt AIM Portfolios: Company Profiles
AIMBrochures
Download the Blackfinch Adapt AIM Portfolios Company Profiles
Blackfinch Corporate Management Service Advised Application Form
CMSApplication Forms
Print friendly CMS Advised Application Form
Blackfinch 10 Minute Market Forecast | November 2024
MPSWebinar
Recorded Tuesday 5th November 2024: Hear from our Investment team on the latest macro-economic changes happening across global markets and what it could mean for your investors.
Blackfinch 10 Minute Market Forecast | October 2024
MPSWebinar
Recorded Tuesday 1st October: Hear from our Investment team on the latest macro-economic changes happening across global markets and what it could mean for your investors.
IFSL Blackfinch NextGen Property Securities Fund - October
MPSFactsheet
IFSL Blackfinch NextGen Property Securities Fund - October
Blackfinch Product & Services Review - Listed Funds
Consumer DutyGuides
Blackfinch Product & Services Review - Listed Funds
VCTs as an alternative to pensions
VCTCase Studies & Insights
How do you invest tax-efficiently after a pension threshold is reached? The client planning scenario below shows how VCTs can be considered as an alternative investment strategy - and it includes a tax calculation over 5 years to show the accumulative impact.
IFSL Blackfinch NextGen Property Securities Fund - Fund Information Sheet
MPSFactsheet
IFSL Blackfinch NextGen Property Securities Monthly Fund Factsheet
Blackfinch Energy Transition EIS Portfolios Terms & Conditions
Blackfinch Energy Transition EIS PortfoliosGuides
Blackfinch Energy Transition EIS Portfolios Terms & Conditions
Blackfinch Energy Transition EIS Portfolios Non-Advised Application Form
Blackfinch Energy Transition EIS PortfoliosApplication Forms
Blackfinch Energy Transition EIS Portfolios Non-Advised Application Form
Blackfinch Energy Transition EIS Portfolios Advised Application Form
Blackfinch Energy Transition EIS PortfoliosApplication Forms
Blackfinch Energy Transition EIS Portfolios Advised Application Form
Blackfinch Energy Transition EIS Portfolios KID
Blackfinch Energy Transition EIS PortfoliosGuides
Blackfinch Energy Transition EIS Portfolios KID
Blackfinch Energy Transition EIS Portfolios Product Overview
Blackfinch Energy Transition EIS PortfoliosFactsheet
Blackfinch Energy Transition EIS Portfolios Product Overview
Blackfinch Energy Transition EIS Portfolio Brochure
Blackfinch Energy Transition EIS PortfoliosBrochures
Blackfinch Energy Transition EIS Portfolio Brochure
Blackfinch Spring Venture Capital Trust Prospectus 2024
VCTReports
Get to know our Spring VCT Prospectus 2024
Blackfinch Spring VCT DRIS Removal Form
VCTApplication Forms
Blackfinch Spring VCT DRIS Removal Form
Blackfinch Adapt AIM Portfolios (non-ISA) Application Form
AIMApplication Forms
Download our Adapt IHT Portfolios Advised non-ISA Application Form
Blackfinch Adapt AIM ISA Portfolios Advised Application Form
AIMApplication Forms
Download the Adapt AIM ISA Portfolios Advised Application Form (Print Friendly)
Blackfinch Ventures EIS Portfolios Advised Application Form (Print Friendly)
Blackfinch Ventures EIS PortfoliosApplication Forms
Print friendly Ventures EIS Portfolios Advised Application Form
Blackfinch Adapt IHT Service Advised Application Form (Print Friendly)
IHTApplication Forms
Download our Blackfinch Adapt IHT Service Advised Application Form
Blackfinch Adapt IHT Service Non-Advised Application Form (Print Friendly)
IHTApplication Forms
Blackfinch Adapt IHT Service Non-Advised Application Form (Print Friendly)
Blackfinch Spring VCT Application Form (Print Friendly)
VCTApplication Forms
Print friendly Spring VCT Application Form
Blackfinch Ventures EIS Portfolios Non Advised Application Form (Print Friendly)
Blackfinch Ventures EIS PortfoliosApplication Forms
Print friendly Ventures EIS Portfolios Non Advised Application Form
Blackfinch SEIS Closed Product Review
Consumer DutyFactsheet
Blackfinch SEIS Closed Product Review
Blackfinch Media EIS Closed Product Review
Consumer DutyFactsheet
Blackfinch Media EIS Closed Product Review
Blackfinch Asset Focused EIS Closed Product Review
Consumer DutyFactsheet
Blackfinch Asset Focused EIS Closed Product Review
A Paraplanner's Guide to Tax-Advantaged Investments
VCTGuides
A guide to our products for Paraplanners
CIO Outlook - Q3 2024
MPSDiscussion Papers
Get ahead of the curve with our Q3, 2024 CIO Outlook available to download
Blackfinch Spring VCT Annual Report 31 Dec 23
VCTPerformance Sheet
Blackfinch Spring VCT Annual Report 31 Dec 23
The miracle isn’t that I finished The miracle is that I had the courage to start
Blackfinch Ventures EIS PortfoliosWebinar
Recorded on Tuesday 12th March 2024. Thomas Jaffrey, Senior Business Development Manager at Blackfinch, provides an overview and refresh on the tax planning opportunities that are available using Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EIS), and Alternative Investment Market (AIM) ISAs.
Webinar: Five reasons to consider EIS in the current investment landscape
Blackfinch Ventures EIS PortfoliosWebinar
Mark Brownridge, Strategic Relations Director at Blackfinch, gives an overview of the EIS and broader venture capital markets, outlining the exciting future ahead for the sector.
Blackfinch Adapt AIM Takeover Activity - SMS
AIMCase Studies & Insights
Blackfinch Adapt AIM Takeover Activity - SMS
A Blackfinch Guide to EIS Loss Relief
Blackfinch Ventures EIS PortfoliosGuides
A Blackfinch Guide to EIS Loss Relief
Blackfinch Adapt IHT Service Monthly Factsheet
IHTFactsheet
Blackfinch Adapt IHT Service Monthly Factsheet
Who, What, Where & When to use a VCT & EIS
VCTWebinar
Dominique Butters introduces the role of tax-advantaged investments in achieving innovative forms of diversification for clients. Dominique then interviews Dr Nic Pillow, Senior Ventures Manager at Blackfinch, who introduces the companies within the Blackfinch Ventures portfolios, explaining how differentiated a product needs to be in order to thrive within its market.
Deferring capital gains by investing via an EIS portfolio
Blackfinch Ventures EIS PortfoliosCase Studies & Insights
Clients who have realised a taxable gain – for example, by selling investments or a second home – can defer the Capital Gains Tax (CGT) due on the proceeds by investing into the shares of companies which qualify for the Enterprise Investment Scheme (EIS).
Blackfinch Ventures EIS Declaration and Undertakings
Blackfinch Ventures EIS PortfoliosBrochures
Click to download the declaration and undertakings file.
Surrendering an Investment Bond
Blackfinch Ventures EIS PortfoliosCase Studies & Insights
Clients may want to surrender an investment bond, but are concerned about the tax implications. Pauline and John are a married couple in their late sixties, retired, with children.
Sheltering a Gain and Targeting Higher Returns with the Blackfinch Ventures EIS Portfolios
Blackfinch Ventures EIS PortfoliosCase Studies & Insights
Clients with rental properties face the issue of Capital Gains Tax (CGT), including if they plan to sell. Matthew is a married middle-aged professional
and homeowner. He has savings and owns rental properties with a total value of £1.5 million.
Facing Change with the Blackfinch Corporate Management Service
Blackfinch Ventures EIS PortfoliosCase Studies & Insights
We know that company directors hold surplus cash or retain profits within their firms, especially to counteract times of economic hardship. This can lead to a large cash float that often keeps building
Deferring Capital Gains
Blackfinch Ventures EIS PortfoliosCase Studies & Insights
Clients who have realised a taxable gain – for example, by selling investments or a second home – can defer the Capital Gains Tax (CGT) due on the proceeds by investing the gain via a Enterprise Investment Scheme (EIS).
Investing for Higher Returns and a Positive Impact with the Blackfinch Venture EIS Portfolios
Blackfinch Ventures EIS PortfoliosCase Studies & Insights
Natasha is a successful entrepreneur who has exited an e-commerce business. With cash to invest, she’d like to deploy funds into high-growth investments aligned with her principles.
Using EIS Carry Back to Reduce Previous Income Tax Bills
Blackfinch Ventures EIS PortfoliosCase Studies & Insights
A tax-efficient investment such as an Enterprise Investment Scheme (EIS) enables an individual to reduce their income tax for both the current and/or
previous tax year.
Blackfinch Asset Management Consumer Duty Outcomes Review
Consumer DutyBrochures
Blackfinch Consumer Duty Gap Analysis Report: Managed Portfolio Service
Nothing Ventured Nothing Gained: driving returns through innovative EIS and VCT investing
VCTWebinar
Dr Reuben Wilcock, Head of Blackfinch Ventures, shared his insights on how an innovative investment process can help drive returns. Current portfolio company founders Leo Scott Smith & Marcus Ginn joined him to describe how they've been generating growth in a downturn.
An Introduction to Blackfinch Property
PropertyBrochures
Get to know Blackfinch Property
Blackfinch Property Lending Criteria - Development Loans
PropertyBrochures
Get to know our typical Development Loans lending criteria
Blackfinch Property Lending Criteria - Asset-backed Loans for Buy-to-Let investors
PropertyBrochures
Get to know our typical Asset-backed Loans for Buy-to-Let investors lending criteria
Blackfinch Property Lending Criteria - Commercial Term Loan
PropertyBrochures
Get to know our typical Commercial Term Loan lending criteria
Blackfinch Property Lending Criteria - Bridging Loan
PropertyBrochures
Get to know our typical Bridging Loan lending criteria
Blackfinch Asset Management MPS Portfolio Factsheets
MPSFactsheet
Get to know the essential information about our MPS Portfolios
Blackfinch Corporate Management Service Agreement
CMSGuides
Get to know the Blackfinch Corporate Management Service agreement
Blackfinch Corporate Management Service Factsheet
CMSFactsheet
Get to know the essential information about our Corporate Management Service Solution
Blackfinch Corporate Management Service Brochure
CMSBrochures
Get to know our Corporate Management Service solution
Blackfinch Ventures EIS Portfolios Factsheet
Blackfinch Ventures EIS PortfoliosFactsheet
Get to know the essential information about our Ventures EIS Portfolios Solution
Blackfinch Ventures EIS Portfolios Terms & Conditions (Printer Friendly)
Blackfinch Ventures EIS PortfoliosGuides
Print friendly Ventures EIS Portfolios Terms & Conditions
Blackfinch Ventures EIS Portfolios Reasons Why
Blackfinch Ventures EIS PortfoliosGuides
8 reasons to consider our Ventures EIS Portfolio solution
Blackfinch Ventures EIS Portfolio Brochure
Blackfinch Ventures EIS PortfoliosBrochures
Get to know our Ventures EIS Portfolio solution
Blackfinch Corporate Management Service Consumer Duty Outcomes Review
Consumer DutyGuides
Blackfinch Corporate Management Service Consumer Duty Outcomes Review
Blackfinch Ventures Portfolio Companies
VCTGuides
Get to know some of the companies disrupting their industries and changing the way we live
Blackfinch Asset Management Portfolio Matrix
MPSGuides
Blackfinch Asset Management Portfolio Matrix
Growing adviser confidence in using VCTs for multi generational clients
VCTWebinar
Mark Brownridge shares hints and tips to identify generational attitudes towards investing and approaching new clients for venture investments.
Inheritance Tax – Could Your Beneficiaries Be Affected?
IHTCase Studies & Insights
Download the Insights
An Adviser's Guide to Blackfinch
IHTGuides
A guide to our products for Financial Advisers
Blackfinch Adapt IHT Service Quarterly Performance Sheet
IHTPerformance Sheet
Blackfinch Adapt IHT Portfolios Performance Sheet for the previous quarter.
Blackfinch Adapt IHT Service Consumer Duty Outcomes Review
Consumer DutyBrochures
Blackfinch Consumer Duty Gap Analysis Report: Blackfinch Adapt IHT Service
A Blackfinch Guide to Business Relief
IHTGuides
Understand how we use Business Relief to mitigate IHT
Blackfinch Spring VCT Half-yearly Report 2023
VCTPerformance Sheet
Blackfinch Spring VCT Half-yearly Report 2023
Mark Worger, Founder & CEO of MARTECH3D
VCTInterview
In the latest in our ‘Fearless Founders’ series, Mark Worger, Founder & CEO of MARTECH3D talks to Dr Reuben Wilcock
Blackfinch Adapt IHT Service Declaration and Undertakings
IHTBrochures
Click to download the declaration and undertakings
Blackfinch Spring VCT Annual Report Dec 2022
VCTPerformance Sheet
Access the figures and account for Blackfinch Spring VCT
Blackfinch Spring VCT Half Yearly report June 2022
VCTPerformance Sheet
Access the published figures and accounts for the Blackfinch Spring VCT
Blackfinch Adapt AIM Brochure
AIMBrochures
Get to know our Adapt AIM solution, available with an ISA wrapper
Using VCTs at different life stages
VCTCase Studies & Insights
A 4-person client planning scenario, exploring opportunities to use VCTs to help achieve client investment objectives
Blackfinch Asset Management an Introduction to our TPS
TPSBrochures
TPS brochure
Blackfinch Spring VCT Factsheet
VCTFactsheet
Blackfinch Spring VCT Factsheet
Blackfinch TPS Discussion Paper
TPSDiscussion Papers
Download our TPS discussion paper: Bringing the Value Back into Your Business While Improving Client Outcomes
Blackfinch Investments Limited MIFIDPRU Disclosures
IHTGuides
This document sets out the disclosures that we’re required to make publicly available under MIFIDPRU.
Sale of a Business - IHT Planning
IHTCase Studies & Insights
Clients often neglect to review the inheritance tax (IHT) implications that could arise from selling their business, as the sale of the business is
likely to mean the proceeds become liable to IHT.
Protecting Clients' ISAs for Future Generations
IHTCase Studies & Insights
ISAs will remain tax-efficient throughout a client’s lifetime, but they represent a potential Inheritance Tax (IHT) liability on death. So, your clients might also wish to do some IHT planning to protect these savings for their loved ones.
ISA Investing: What About Inheritance Tax?
IHTCase Studies & Insights
Do your clients currently have an Inheritance Tax (IHT) liability or will they in the future?
Reducing a Significant Income Tax Liability Through a VCT Investment
VCTCase Studies & Insights
A key aim for many high-earning clients is to reduce their Income Tax bill. A tax-efficient vehicle like a Venture Capital Trust (VCT) can help them. Eric’s a CEO who earns £300,000 a year and would like to mitigate Income Tax.
ISAs, IHT and APS: What does it all mean?
IHTCase Studies & Insights
ISAs will be included within client's estates for Inheritance Tax (IHT) when they die. For most people, this is not an issue, but for some, their ISA could be subject to a potential IHT liability of up to 40% of its total value.
Ensuring the Tax-efficient Sale of a Business
IHTCase Studies & Insights
Clients who are business owners could appreciate support around the sale of a firm. Peter is a serial entrepreneur looking to make a tax-efficient exit from a business. Nearing retirement, he’s aiming for a successful exit, to preserve wealth and protect his estate.
Blackfinch Ventures EIS Portfolios Consumer Duty Outcomes Review
Consumer DutyBrochures
Blackfinch Consumer Duty Gap Analysis Report: Ventures EIS Portfolios
Blackfinch Spring VCT Consumer Duty Outcomes Review
Consumer DutyBrochures
Blackfinch Consumer Duty Gap Analysis Report: Spring VCT Portfolios
Blackfinch Consumer Duty: Consumer Understanding Review
Consumer DutyBrochures
Blackfinch Consumer Duty Gap Analysis Report: Consumer Understanding Review
Blackfinch Consumer Duty: Consumer Support Review
Consumer DutyBrochures
Blackfinch Consumer Duty Gap Analysis Report: Consumer Support Review
Blackfinch Adapt AIM Portfolios Consumer Duty Outcomes Review
Consumer DutyBrochures
Blackfinch Consumer Duty Gap Analysis Report: Adapt AIM Portfolios
Jay Shen, Founder of Transreport
VCTInterview
This episode features Jay Shen, Founder of Transreport; a technology company that improves the travel experience for all types of customers.
Leo Scott Smith, Founder of Tended
VCTInterview
This episode features Leo Scott Smith Founder of Tended; geofencing technology, wearables and artificial intelligence to help keep your teams out of harm’s way.
Gemma McCall, Founder of Culture Shift
VCTInterview
This episode features Gemma McCall, Founder of Culture Shift; an online reporting platform giving organisations the insight they need to monitor and prevent bullying and harassment in educational institutions and workplaces.
James Lynn, CEO and Founder of Currensea
VCTInterview
Our first episode features James Lynn, CEO and Founder of Currensea; the UK's first direct debit travel card.
Tax planning ideas for VCT and EIS: A CPD-qualifying webinar from Blackfinch
VCTWebinar
Dominique Butters helps uncover opportunities where a VCT or an EIS investment may help your clients achieve their investment objectives. Examples include: Reducing pension problems once you reach the lifetime allowance and deferring and mitigating Capital Gains Tax.
Bringing the Value back into your Business
MPSWebinar
Chief Distribution Officer, Nicholas French and Commercial Director, Alex Sumner, discussing how you can bring more value back into your advisory business. They discuss the evolution of the advice sector, what the future holds and practical steps you can take to secure your business valuation.
Development Loan Application Form
PropertyApplication Forms
Development Loan Application Form
The Pros and Cons Of Modern Modular Builds
PropertyGuides
What is Modular Construction? Key Benefits, Risk Mitigation for Developers, Mortgage Viability
Blackfinch Property Borrower Guide
PropertyGuides
Get to know the Blackfinch Property Borrower Guide
Blackfinch Spring VCT 8 Reasons Why
VCTGuides
8 reasons to consider our Spring VCT
Blackfinch Spring VCT KID - Advised
VCTGuides
Blackfinch Spring VCT Key Information Document: For Advised Applicants
Blackfinch Spring VCT Hardman & Co Review Nov 23
VCTGuides
Blackfinch Spring VCT Hardman & Co Review Nov 23
Blackfinch Spring VCT Brochure
VCTBrochures
Get to know our Spring VCT product
Blackfinch Asset Management Reasons to Partner
MPSGuides
8 reasons to consider partnering with us
Blackfinch Asset Management Adaptations Range Summary Sheet
MPSGuides
Download Blackfinch Asset Management Adaptations Range Summary Sheet
Blackfinch Asset Management Client Information Sheet
MPSGuides
At Blackfinch Asset Management, we provide straightforward investment
portfolios with clear, understandable objectives
Blackfinch Adapt AIM Growth Portfolio Performance Sheet
AIMPerformance Sheet
View the performance data of our AIM Growth Portfolio solution
Blackfinch Adapt AIM Income Portfolio Performance Sheet
AIMPerformance Sheet
View the performance data of our AIM Income Portfolio solution
Blackfinch Adapt AIM Terms & Conditions (Print Friendly)
AIMGuides
Get to know our AIM ISA-friendly IHT Terms & Conditions in a print friendly pdf
Blackfinch Adapt AIM Terms & Conditions
AIMGuides
Get to know our AIM ISA-friendly IHT Terms & Conditions
Blackfinch Adapt IHT Service Reasons Why
IHTGuides
8 reasons to to consider our Adapt IHT Service solution
Blackfinch Adapt AIM Portfolios Reasons Why
AIMGuides
8 reasons to to consider our Adapt AIM Portfolios solution
Blackfinch Adapt AIM Portfolios Factsheet
AIMFactsheet
Get to know the essential information about our AIM ISA-friendly IHT Solution
Blackfinch Adapt IHT Service Terms & Conditions (Print Friendly)
IHTGuides
Read our Adapt IHT Service terms and conditions
Blackfinch Adapt IHT Service Factsheet
IHTFactsheet
Clients can invest in firms operating across renewable energy generation and energy infrastructure assets, property development finance, asset-backed lending and forestry.
Blackfinch Adapt IHT Service Brochure
IHTBrochures
Get to know our IHT product