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

Can't see an offer you are interested in? 

Please email us the offer details and we'll endeavour to add it to the list below. 

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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 £26.6 million Nil - Nil 1.25%  
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 £21.0 million 4.5% 3.5% 1.0% 2.0%  
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 £20.0 million 4.0% 3.0% 1.0% 2.0%  
Octopus AIM (outside an ISA) AIM £1.5 billion 5.0% 1.75% 3.25% 2.0%  
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 £2.0 million 5.5% 5.5% Nil 1.5%  
Seneca Vintage

Seneca Vintage prioritises capital preservation but also aims for an annual uplift in the net asset value of each investee company of 4%. Seneca makes 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 £25.0 million 5.0% 0.5% 4.5% 1.0%  
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 £61.0 million 4.0% 2.0% 2.0% 1.5%  
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 £17.0 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 £456.0 million 2.5% - 2.5% 1.0%  

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