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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Blackfinch Adapt IHT Portfolios Brochure
IHTBrochures
Get to know our IHT product
A Blackfinch Guide to Business Relief
IHTGuides
Understand how we use Business Relief to mitigate IHT
Blackfinch Adapt IHT Portfolios Factsheet
IHTFactsheet
Clients can invest in firms operating across renewable energy
generation and energy infrastructure assets, property
development finance and asset-backed lending
Blackfinch Adapt IHT Portfolios Terms & Conditions (Print Friendly)
IHTGuides
Read our Adapt IHT Portfolios terms and conditions
Blackfinch Adapt IHT Advised Application Form (Print Friendly)
IHTApplication Forms
Download our Adapt IHT Portfolios Advised Application Form
Blackfinch Adapt IHT Portfolios Quarterly Performance Sheet
IHTPerformance Sheet
Blackfinch Adapt IHT Portfolios Performance Sheet for the previous quarter.
Blackfinch Adapt AIM Portfolios Factsheet
AIMFactsheet
Get to know the essential information about our AIM ISA-friendly IHT Solution
Blackfinch Adapt AIM Portfolios Reasons Why
AIMGuides
8 reasons to to consider our Adapt AIM Portfolios solution
Blackfinch Adapt IHT Portfolios Reasons Why
IHTGuides
8 reasons to to consider our Adapt IHT Portfolios solution
Blackfinch Adapt AIM Terms & Conditions
AIMGuides
Get to know our AIM ISA-friendly IHT Terms & Conditions
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 Income Portfolio Performance Sheet Q3 2023
AIMPerformance Sheet
View the performance data of our AIM Income Portfolio solution
Blackfinch Adapt AIM Growth Portfolio Performance Sheet Q3 2023
AIMPerformance Sheet
View the performance data of our AIM Growth Portfolio solution
Blackfinch Ventures EIS Portfolio Brochure
EISBrochures
Get to know our Ventures EIS Portfolio solution
Blackfinch Ventures EIS Portfolios Reasons Why
EISGuides
8 reasons to consider our Ventures EIS Portfolio solution
Blackfinch Ventures EIS Portfolios Advised Application Form (Print Friendly)
EISApplication Forms
Print friendly Ventures EIS Portfolios Advised Application Form
Blackfinch Ventures EIS Portfolios Terms & Conditions (Printer Friendly)
EISGuides
Print friendly Ventures EIS Portfolios Terms & Conditions
Blackfinch Ventures EIS Portfolios Factsheet
EISFactsheet
Get to know the essential information about our Ventures EIS Portfolios Solution
Blackfinch Corporate Management Service Brochure
CMSBrochures
Get to know our Corporate Management Service solution
Blackfinch Thrive Corporate Management Service Factsheet
CMSFactsheet
Get to know the essential information about our Thrive Corporate Management Service Solution
Blackfinch Thrive Corporate Management Service Agreement
CMSGuides
Get to know the Thrive Corporate Management Service agreement
Blackfinch Thrive CMS Advised Application Form (Print Friendly)
CMSApplication Forms
Print friendly CMS Advised Application Form
Blackfinch Asset Management Client Brochure (MPS and Funds)
MPS and Unitised fundsBrochures
Get to know our MPS and Funds solutions
Blackfinch Asset Management Client Information Sheet
MPS and Unitised fundsGuides
At Blackfinch Asset Management, we provide straightforward investment
portfolios with clear, understandable objectives
Blackfinch Asset Management Adaptations Range Summary Sheet
MPS and Unitised fundsGuides
Download Blackfinch Asset Management Adaptations Range Summary Sheet
VT Blackfinch Income Portfolio Fund Information Sheet
MPS and Unitised fundsGuides
Our income solution seeks to derive its yield from a diverse combination of asset classes and sectors, to ensure consistent and sustainable distributions
through all market conditions.
Blackfinch Asset Management Reasons to Partner
MPS and Unitised fundsGuides
8 reasons to consider partnering with us
Blackfinch Asset Management MPS Portfolio Factsheets
MPS and Unitised fundsFactsheet
Get to know the essential information about our MPS Portfolios
Blackfinch Asset Management S&F Class Fund Portfolio Factsheets
MPS and Unitised fundsFactsheet
Get to know the essential information about our S&F Class Fund Portfolio
Blackfinch Spring VCT Brochure.pdf
VCTBrochures
Get to know our Spring VCT product
Blackfinch Spring Venture Capital Trust Prospectus 2023
VCTGuides
Get to know our Spring VCT Prospectus 2023
Blackfinch Spring VCT Application Form (Print Friendly)
VCTApplication Forms
Print friendly Spring VCT Application Form
Blackfinch Spring VCT Hardman Review (Dec 23)
VCTGuides
Blackfinch Spring VCT Hardman & Co Review (Dec 23)
Blackfinch Spring VCT KID - Advised
VCTGuides
Blackfinch Spring VCT Key Information Document: For Advised Applicants
Blackfinch Spring VCT 8 Reasons Why
VCTGuides
8 reasons to consider our Spring VCT
Blackfinch Property Borrower Guide
PropertyGuides
Get to know the Blackfinch Property Borrower Guide
The Pros and Cons Of Modern Modular Builds
PropertyGuides
What is Modular Construction? Key Benefits, Risk Mitigation for Developers, Mortgage Viability
Development Loan Application Form
PropertyApplication Forms
Development Loan Application Form
Blackfinch Property Lending Criteria - Bridging Loan
PropertyGuides
Get to know our typical Bridging Loan lending criteria
Blackfinch Property Lending Criteria - Commercial Term Loan
PropertyGuides
Get to know our typical Commercial Term Loan lending criteria
Blackfinch Property Lending Criteria - Asset-backed Loans for Buy-to-Let investors
PropertyGuides
Get to know our typical Asset-backed Loans for Buy-to-Let investors lending criteria
Blackfinch Property Lending Criteria - Development Loans
PropertyGuides
Get to know our typical Development Loans lending criteria
An Introduction to Blackfinch Property
PropertyBrochures
Get to know Blackfinch Property
Bringing the Value back into your Business
MPS and Unitised fundsWebinar
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.
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.
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.
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.
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.
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.
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.
Blackfinch Adapt AIM Portfolios Consumer Duty Outcomes Review
Consumer DutyBrochures
Blackfinch Consumer Duty Gap Analysis Report: Adapt AIM Portfolios
Blackfinch Adapt IHT Portfolios Consumer Duty Outcomes Review
Consumer DutyBrochures
Blackfinch Consumer Duty Gap Analysis Report: Adapt IHT Portfolios
Blackfinch Asset Management Consumer Duty Outcomes Review
Consumer DutyBrochures
Blackfinch Consumer Duty Gap Analysis Report: Managed Portfolio Service and Multi-Asset funds
Blackfinch Consumer Duty Outcomes Review
Consumer DutyBrochures
Blackfinch Consumer Duty Gap Analysis Report
Blackfinch Consumer Duty: Consumer Support Review
Consumer DutyBrochures
Blackfinch Consumer Duty Gap Analysis Report: Consumer Support Review
Blackfinch Consumer Duty: Consumer Understanding Review
Consumer DutyBrochures
Blackfinch Consumer Duty Gap Analysis Report: Consumer Understanding Review
Blackfinch Spring VCT Consumer Duty Outcomes Review
Consumer DutyBrochures
Blackfinch Consumer Duty Gap Analysis Report: Spring VCT Portfolios
Blackfinch Ventures EIS Portfolios Consumer Duty Outcomes Review
Consumer DutyBrochures
Blackfinch Consumer Duty Gap Analysis Report: Ventures EIS Portfolios
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.
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.
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.
Newer Venture Capital Trusts: A Stronger Option for Clients
VCTCase Studies & Insights
If you’re looking for a well-established tax-efficient investment vehicle to recommend to clients with a range of tax-planning concerns, a Venture Capital Trust (VCT) is the obvious starting point.
Using EIS Carry Back to Reduce Previous Income Tax Bills
EISCase 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.
Investing for Higher Returns and a Positive Impact with the Blackfinch Venture EIS Portfolios
EISCase 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.
Deferring Capital Gains
EISCase 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).
Facing Change with the Thrive Corporate Management Service
EISCase 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
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?
Sheltering a Gain and Targeting Higher Returns with the Blackfinch Ventures EIS Portfolios
EISCase 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.
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.
Surrendering an Investment Bond
EISCase 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.
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.
Time for a new perspective on diversification?
MPS and Unitised fundsWebinar
This CPD qualifying webinar, presented by Dan Appleby, Chief Investment Officer Listed Investments, and Wayne Readshaw, Executive Business Development Manager, will be discussing if it's time for a new perspective on diversification.
Blackfinch Investments Limited MIFIDPRU Disclosures
IHTGuides
This document sets out the disclosures that we’re required to make publicly available under MIFIDPRU.
Diversification Research Paper
MPS and Unitised fundsResearch Paper
How rethinking portfolio diversification can help support more holistic advice, potentially boost investor returns and offer significant tax advantages
Blackfinch Ventures EIS Portfolios Non Advised Application Form (Print Friendly)
EISApplication Forms
Print friendly Ventures EIS Portfolios Non Advised Application Form
Blackfinch TPS Discussion Paper
TPSDiscussion Papers
Download our TPS discussion paper: Bringing the Value Back into Your Business While Improving Client Outcomes
Blackfinch Spring VCT Factsheet
VCTFactsheet
Blackfinch Spring VCT Factsheet Early Bird 2023
IFSL Blackfinch NextGen Infrastructure Fund - Fund Information Sheet
MPS and Unitised fundsGuides
IFSL Blackfinch NextGen Infrastructure Fund - Fund Information Sheet
IFSL Blackfinch NextGen Property Securities Fund - Fund Information Sheet
MPS and Unitised fundsGuides
IFSL Blackfinch NextGen Property Securities Fund - Fund Information Sheet
Blackfinch Asset Management an Introduction to our TPS
TPSBrochures
TPS brochure
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 Adapt AIM Brochure
AIMBrochures
Get to know our Adapt AIM solution, available with an ISA wrapper
Blackfinch Spring VCT Half Yearly report June 2022
VCTPerformance Sheet
Access the published figures and accounts for the Blackfinch Spring VCT
Blackfinch Spring VCT Annual Report Dec 2022
VCTPerformance Sheet
Access the figures and account for Blackfinch Spring VCT
Blackfinch Adapt IHT Declaration and Undertakings
IHTBrochures
Click to download the declaration and undertakings
Blackfinch Ventures EIS Declaration and Undertakings
EISBrochures
Click to download the declaration and undertakings file.
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 Portfolios Monthly Factsheet October 2023
IHTFactsheet
Blackfinch Adapt IHT Portfolios Monthly Factsheet October 2023
10-Minute Monthly Market Forecast
MPS and Unitised fundsWebinar
Tuesday 14th November edition on the latest macro-economic changes happening across global markets and what it could mean for your investors.
Deferring capital gains by investing via an EIS portfolio
EISCase 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 Spring VCT Half-yearly Report 2023
VCTPerformance Sheet
Blackfinch Spring VCT Half-yearly Report 2023
10-Minute Monthly Market Forecast
MPS and Unitised fundsWebinar
Tuesday 5th December edition on the latest macro-economic changes happening across global markets and what it could mean for your investors.