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 long-term 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.
See our whole product range for advisers, and a guide to our products for Paraplanners.
Our Inheritance Tax (IHT) solution offers return potential alongside a route to IHT relief. With a target return between 3-5% p.a. the service invests in renewable energy, property development, asset-back lending and forestry.
Blackfinch Adapt IHT Service
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 portfolios offer investors access to forward-thinking, new technology companies with high growth potential. Investors have the option of accessing a generalist EIS or a thematic Energy Transition EIS.
Blackfinch 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 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.
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