Open Offers
A selection of Tax Efficient Opportunities open for investment. Delve in deeper and read Hardman research reports and take a few minutes to watch our videos to get a better insight on the people, the funds, and their difference.
Amati AIM IHT Portfolio Service
“The Service operates on the basis of a Model Portfolio of AIM-quoted stocks, which provides the template for the discretionary management of portfolios held by clients of wealth managers and other intermediaries. The stocks chosen for the Model Portfolio are those...
Blackfinch Adapt AIM Portfolios
An ISA-Friendly Inheritance Tax Solution Investors in the AIM market can hold their investments in an AIM ISA. This means that clients can use the Adapt AIM Portfolios for new or existing ISA transfers. So, they get all the tax benefits of an ISA, alongside IHT...
Blackfinch Adapt IHT Portfolios
Meeting the Inheritance Tax Challenge0 Inheritance Tax (IHT) legislation, set against property values, means this tax remains a challenge for many. Our IHT solution uses Business Relief for a swifter route to IHT exemption after just two years (and if held at death)....
Deepbridge Estate Planning Service
The Deepbridge Estate Planning Service is an opportunity which intends for subscribers to obtain relief from Inheritance Tax (‘IHT’) after only two years, by deploying into companies that should qualify for Business Relief that operate, and trade in, renewable energy...
Downing Estate Planning Service
Octopus Inheritance Tax Service
Since 2007, the Octopus Inheritance Tax Service has given investors the opportunity to invest in the shares of companies making a positive contribution to the UK’s economic growth. The companies are unquoted, which means their shares do not trade on any stock...
Oxford Capital Growth EIS
Established in 1999, Oxford Capital is an alternative investment manager passionate about investing in early stage technology companies. For over 20 years, we have offered private investors access to many high-impact technology companies in sectors which the UK is...
TIME: Advance
TIME Investments is one of the most experienced Business Relief (BR) managers and our team boasts a wealth of experience and a long track record of successfully mitigating Inheritance Tax (IHT) for our clients. We currently manage over £900 million of BR investments...
TIME:AIM
TIME Investments is one of the most experienced Business Relief (BR) managers and our team boasts a wealth of experience and a long track record of successfully mitigating Inheritance Tax (IHT) for our clients. We currently manage over £900 million of BR investments...
