Blackfinch - Adapt IHT Portfolios: New portfolios & ESG FAQsWe 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
To find out more download the interview