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Blackfinch - Adapt IHT Portfolios: New portfolios & ESG FAQs

27 July 2020
We recently expanded the Adapt IHT Portfolios to now offer four options. These ensure a stronger ethical focus for our diversified Inheritance Tax offering.

Our Founder and CEO Richard Cook discusses how the Adapt IHT Portfolios can meet customer needs for a solution focused on environmental, social and governance (ESG) factors.

Clients can choose from:
  • Ethical portfolio, a new portfolio focused mainly on renewable energy and property development lending with a focus on projects such as, social housing, eco-homes and similar environmental and social considerations
  • Balanced portfolio, formerly the Capital Preservation portfolio
  • Balanced Growth portfolio, a new portfolio with a blended focus on capital preservation with growth
  • Growth portfolio
Capital at risk
To find out more download the interview
 

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