IHT Portfolio Offers

Below we list the current IHT offers available for investment. Each is accompanied by a brief commentary. For each of our Featured Offers we also provide an extended research note. 

IHT portfolios are riskier than conventional investments so they're not for everyone. Before you invest you should ensure you have read and understood the product's Application Pack and the Risks and Commitments

Product Sort by value Sector Sort by value Portfolio size Sort by value Initial charge Sort by value Saving via Wealth Club Sort by value Net initial charge Sort by value AMC Sort by value Invest now
Blankstone Sington AIM IHT Service (outside ISA)

Blankstone Sington’s IHT portfolio is unlike those offered by the larger AIM IHT providers. The objective is broadly the same: to invest in BPR qualifying stocks, but Blankstone Sington takes a different approach. The average company size is much smaller and there is a greater emphasis on value investing.

AIM £15.9 million Nil - Nil 1.25%  
Deepbridge Inheritance Tax Service

This IHT services seeks to benefit from the predictable and inflation-linked revenue stream available with onshore wind and hydroelectric renewable energy assets. In total the manager has almost £50 million under management, with about £20 million already invested in hydro and wind projects.

Renewables £9.2 million 2.5% - 2.5% 2.0%  
Foresight Inheritance Tax Solution

Foresight is one of the premier UK based venture capital managers. The IHT product focuses on private finance initiative investments, solar investments and the rollout of smart meters. Foresight are one of the leaders in solar and smart meter investors in the UK.

Lending & renewables £348.0 million 5.5% 1.5% 4.0% 1.0%  
Guinness Sustainable Infrastructure IHT Service

Guinness has considerable expertise in sustainable projects with a special focus on solar and wind investments. Solar energy can provide a predictable and inflation-linked long term revenue stream.

Renewables £3.0 million Nil - Nil 1.0%  
Octopus AIM (outside an ISA) AIM £1.2 billion 5.0% 1.75% 3.25% 2.0%  
Oxford Capital Estate Planning Service

With five investment options, this IHT portfolio gives an investor a choice of strategies. Investment objectives available include income, capital growth or a combination.

Property & renewables £40.0 million 4.0% 2.0% 2.0% 1.5%  
ProVen Legacy

Managed by Mark Taylor of Beringea, this offer seeks to raise £20 million to lend to asset-rich small and medium sized companies. Two types of lending are offered: secured lending against a specific asset within the business and leasing finance, for use often with companies purchasing technology equipment. The target return (not guaranteed) is 3% per annum after all fees and a growth or income option is available.

Lending £1.5 million 5.5% 5.5% Nil 1.5%  
Puma AIM IHT Service (outside an ISA)

This award-winning AIM IHT service is now three years old. It is managed by Puma Investments, part of Shore Capital, one of the largest AIM market makers. It is a discretionary investment portfolio of around 20 companies which should qualify for Business Property Relief.

AIM £11.0 million 2.0% - 2.0% 2.0%  
Seneca Vintage

At the heart of Seneca Vintage is capital preservation but equally it aims for an annual uplift in the net asset value of each investee company of 4%. Seneca make loans to qualifying companies via a portfolio approach to lending. Four investment pillars are central to guiding their lending: diversification, credit policy, prudence and asset security.

Lending - 5.0% 0.5% 4.5% 1.0%  
Unicorn AIM (outside an ISA)

Unicorn is a specialist smaller company fund manager. Investment will be made into 25-40 AIM listed companies, most of which will already be held in either Unicorn's VCTs or Smaller Company fund.

AIM £16.0 million 4.5% 3.5% 1.0% 2.0%  

More about Inheritance Tax Portfolios

IHT rules

Essential Facts

IHT Portfolio Offers

News about Inheritance Tax Portfolios. Read all