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

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Blackfinch IHT offers investors two slightly different options within the same product, one aiming for higher growth, the other with preservation of capital as the key benefit - neither of which of course are guaranteed. Essentially Blackfinch lend money to two groups: property developers and into the renewables sector.

Property & renewables £53.0 million 5.0% 0.5% 4.5% 0.5%  
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 £211.0 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%  
Mariana Estate Planning Solution

Centred around the construction of anaerobic digestion sites, Mariana’s offering is founded upon an exclusive relationship they have with a food processing arm of a major FTSE 100 company. Funds are used generally to finance development. With this product, as the site is built and rises in value, a client will participate in this upside.

Lending & renewables £5.0 million 5.0% - 5.0% 0.75%  
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% - 4.0% 1.5%  
ProVen Legacy

Managed by Mark Taylor of Beringea, this new launch 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 4.0% 3.0% 1.0% 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% - 4.5% 1.0%  
Stellar Estate Planning

This IHT portfolio looks to generate a target income return of 4.5% per annum whilst protecting capital by investing in asset backed businesses. Stellar Estate Planning intends to invest in three areas: hotels, construction finance and renewable energy.

Property, lending & renewables - 5.0% - 5.0% 1.5%  
Stellar Succession

Stellar will set up a company for any investor in Stellar Succession. The investor will be the sole shareholder of the company which will participate in five trades: forestry, farming, hotels, bridging finance and renewable energy.

Property, lending & renewables - 5.0% - 5.0% 2.0%  
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. Unicorn manages £290 million in AIM listed companies. Worthy of consideration.

AIM £13.9 million 4.5% 3.5% 1.0% 2.0%  

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