An ISA-Friendly Inheritance Tax Solution
Many investors are storing up a potential Inheritance tax (IHT) liability in ISA savings. The Adapt AIM Portfolios can be held in an ISA, enabling clients to retain ISA tax benefits. They’re available for new and existing ISA transfers. Alongside this and mitigating IHT, clients can access the return potential in the Alternative Investment Market (AIM), and help to strengthen the UK economy.
We’re pleased to announce that you can now apply online for our Blackfinch Adapt AIM Portfolios, allowing you to help clients diversify their portfolios and solve their tax problems.
Our partnership with smaller company specialists Chelverton Asset Management means we can offer investors our combined skills and knowledge. Chelverton selects strong AIM-listed firms, avoiding those with valuations inflated often by being held in IHT portfolios. We can then build diversified portfolios that have little overlap with other providers.
The portfolios combine our tax-efficient specialism with Chelverton’s stock-picking expertise. Our partnership ensures highly diversified portfolios relative to other providers.
Clients can hold their AIM-listed shares in an ISA wrapper, making for tax-free dividends with no Capital Gains Tax on investment growth. This is alongside targeting IHT relief.
Clients have the choice of an Income or Growth portfolio. They always retain access to and control of capital and can withdraw funds or leave them invested for growth.
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