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Blackfinch Adapt IHT Service

  • Blackfinch

  • Discretionary portfolio service

  • Energy, Property development, Asset-backed lending, Forestry

  • 25000

  • IHT

  • Open - Evergreen IHT - Close - N/A

  • N/A

  • 01452 717 070

  • enquiries@blackfinch.com

  • https://blackfinch.investments/iht/

About Blackfinch Adapt IHT Service

Business Relief-qualifying investments in as little as two years

The Blackfinch Adapt IHT Service is a solution to the challenge of Inheritance Tax (IHT). It is designed to provide an exemption to IHT, subject to being held for a minimum of two years and at the point of death. To date, we are yet to be made aware of any clients (with investments of two years plus) that have failed to qualify for Business Relief.

New Business Relief rates will apply from April 2026.

Diverse Investment Opportunities

 
 

The Adapt IHT Service gives investors access to a diverse range of asset classes such as such as property development lending, asset-backed lending, renewable energy, forestry and potentially more in the future. We target annual returns of between 3% to 5%.

Low Investor Charges

To maximise client outcomes, there is no Annual Management Charge (AMC).  Additionally, we remove all dealing fees where an exit is due to death. Dealing fees will be refunded should the investor die within two years of the BR-qualifying period start date.

Access to Capital

 
 

Investors retain access to their capital. This includes being able to arrange regular income payments or make full or partial withdrawals if their circumstances change. Please note that any withdrawn funds will no longer qualify for Business Relief and that withdrawals are subject to available liquidity.

Capital at risk.

Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong. Take 2 mins to learn more at www.blackfinch.investments/iht