Who is the Blackfinch Adapt IHT Service suitable for?
The Blackfinch Adapt IHT Service may be suitable for clients who are looking to mitigate Inheritance Tax (IHT) while retaining access to and control of their capital. It can be appropriate for clients who are comfortable investing for the medium to long term and understand the risks associated with Business Relief (BR) investments. Advisers should assess suitability based on each client's individual circumstances, objectives and attitude to risk.