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Can I combine the Blackfinch Adapt AIM Portfolio with the Blackfinch Adapt IHT Service?

Yes. The Blackfinch Adapt AIM Portfolio and the Blackfinch Adapt IHT Service can be used alongside each other where this is appropriate for your client's objectives and circumstances.

Although both solutions are designed to support Inheritance Tax planning through Business Relief, they invest in different asset types and have different investment objectives, liquidity profiles and risk characteristics. Using both solutions may enable advisers to build a more diversified Business Relief strategy for suitable clients.

When considering a combined approach, advisers should assess:

  • the client's estate planning objectives;
  • attitude to risk and capacity for loss;
  • liquidity requirements;
  • investment time horizon; and
  • the role each solution plays within the client's wider financial plan.

For more information about each solution, including their features, risks and suitability considerations, please refer to the relevant literature on the Blackfinch Investments website or speak to your Business Development Manager.