Got a question? You might find the answer here. Advisers can take a look at the most frequently asked questions we receive, and all our customers can contact us anytime.
This depends on what product a client is invested in, with a summary below:
IHT services: Upfront or ongoing fees are agreed with your client and facilitated by Blackfinch. Upfront fees are deducted from the amount invested. Ongoing advice fees are deducted from the portfolio every three months and then paid to the adviser.
Asset Focused EIS services: On agreement with your client, adviser fees are paid through the investee companies. Typically, this constitutes up to 3% for the initial charge and 0.5% annually. Clients benefit in that as the adviser fee comes directly from the investee company, more of their capital is eligible for tax relief.
Corporate Management Services
Corporate Management Service: Upfront or ongoing fees are agreed with your client and facilitated by Blackfinch. Upfront fees are deducted from the amount invested. Ongoing advice fees are deducted from the portfolio every three months and then paid to the adviser.
Please ensure that all cheques from your client(s) for investment into any service or solution are made out to Blackfinch Investments Ltd.
We offer a wide range of resources for advisers and our team is always on hand to provide help to all of our customers.
Support options for advisers include product training, presentations, technical information, case studies, illustrations, lunch and learn sessions and networking.
Please call us on 01684 571 255 for more information on how we can support you in helping your clients.
Our online literature library contains all the essential information on our product suite, including brochures, application forms, terms & conditions, reports, and performance sheets.
Blackfinch takes a transparent approach. Our materials cover detail including on investment strategy, underlying investee companies, and service features, benefits, risk and fees, for you to reference and share with your client.
We offer competitive fee structures across our services and solutions, with a commitment to delivering value for customers. All our services can bring benefits to clients beyond tax mitigation.
Periodically we run product offers. You can register for regular email updates on these either on the home page of the site, or by completing and sending the online enquiry form on the contact us page.