Who are the Blackfinch Adapt AIM Portfolios suitable for?

The Blackfinch Adapt AIM Portfolios may be suitable for clients who want to retain access to and control of their capital while planning for Inheritance Tax. They can also appeal to clients who wish to keep the tax advantages of an ISA while targeting Business Relief through qualifying AIM investments. Suitability should always be assessed based on a client's individual circumstances and attitude to risk.