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Blackfinch Adapt AIM Portfolios

  • Blackfinch

  • Discretionary portfolio service

  • Generalist

  • 15000

  • IHT

  • Open - Evergreen

  • N/A

  • 01453 717 070

  • enquiries@blackfinch.com

  • https://blackfinch.investments/aim/

About 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 relief and the return potential in AIM.

New Business Relief rates will apply from April 2026.

A Team of Experts
Blackfinch’s highly accomplished investment team has a deep understanding of the AIM market, built on decades of experience. The team are supported by the wider Blackfinch Group of investment professionals with multi-disciplinary asset class expertise.

Choice
We offer the choice of an Income, Growth or Mixed portfolio. This gives investors the flexibility to choose a portfolio that best suits their investment aims.

 
 
  • Growth Portfolio: Focus on investing in companies with strong long-term growth potential.
  • Income Portfolio: Bias towards companies with attractive dividend yields. Dividends received can be paid out on a quarterly basis.
  • Mixed Portfolio: Available for direct investment, this gives exposure to the investee companies in both Growth and Income portfolios, and is suitable for investors seeking enhanced diversification.

  • Speed
  • Traditional estate planning options, such as gifts or trusts, involve investors waiting seven years before the assets become fully IHT-exempt. In contrast, once BR-qualifying AIM shares have been held for two years, and if still held at time of death, they’re eligible to claim IHT relief on the value of the shares.

Access and Control
Trust planning or gifting often means giving up control of assets or having less access to money. This can cause problems if personal or tax circumstances change. However, with the Adapt AIM Portfolios, investors remain in control and have access to the investment at all times.

Capital at risk.