Growing and Preserving Wealth
Tax-efficient Investments and Wealth Management Solutions for UK Financial Advisers
Helping Financial Advisers, and Their Firms, Grow Through Long-term Partnerships
We work closely with Financial Advisers around the UK to provide a range of diversified investment solutions that complement their client portfolios. These include both asset management and tax-efficient investments, ensuring advisers can help their clients at all stages of their investment journey. And as a responsible investment specialist, we take investors' funds and use them to make sustainable change to communities, the climate and the economy.
Helping Your Clients Reach Their Goals
At Blackfinch we believe in supporting your clients through every stage of their life, with solutions designed to achieve a wide range of financial objectives
Our Inheritance Tax (IHT) solution offers return potential alongside a route to IHT relief. There are four model portfolios to choose from, offering a range of target returns between 3-5% p.a. investing in renewable energy, property development and asset-back lending.
Blackfinch Adapt IHT Portfolios
Investing in growing firms from the Alternative Investment Market brings return potential, while targeting IHT relief. Holding investments in an ISA also makes for further tax efficiencies.
Blackfinch Adapt AIM (ISA) Portfolios
For business owners, this service helps put excess cash to work through lending. This enables them to maintain tax reliefs, while targeting a competitive return. This is not an Unregulated Collective Investment Scheme (UCIS).
Blackfinch Corporate Management Service (CMS)
Our EIS invests in forward-thinking new technology companies with high growth potential. We target higher returns of x3 on investment, identifying firms early in their life and investing before they take off.
Blackfinch Ventures EIS Portfolios
The Blackfinch Spring VCT invests in technology firms at the scale up stage of development. With a proven concept and recurring revenue, this brings a higher chance of success, alongside Venture Capital Trust (VCT) tax benefits.
Blackfinch Spring Venture Capital Trust (VCT)
A range of wealth management solutions including managed portfolio service, multi-asset trusts and a tailored own-brand portfolio offering. Our wealth management solutions are globally diversified across multiple asset classes. Click below to visit our Blackfinch Asset Management website.
Blackfinch Asset Management
View Product Literature
Our Resource Centre contains a range of materials in an easy-to-download format.
If you would like our literature in alternative formats, or if there's anything else we can help with, please do not hesitate contact us.
Newsletter
Sign up to receive helpful articles, case studies and insights to help your clients achieve their financial goals