Blackfinch Group

Are you confident that you've explored every tax planning opportunity in your customer base? Enterprise Investment Scheme (EIS) Portfolios could unlock tax-efficient investment opportunities for clients you might not have considered. These slides highlight some of the key client profiles where an EIS Portfolio could be the answer. Get in touch with our expert Business Development Managers today who can help you identify relevant clients ahead of tax year-end: https://lnkd.in/eei8js72 #EIS #InvestmentStrategy #TaxInvestments #TaxProducts #TaxEfficiency #TaxYearEnd #IncomeTax #TaxRelief Don't invest unless you're prepared to lose all the money you invest. This is a high risk investment and you are unlikely to be protected if something goes wrong: https://lnkd.in/eWGPrmVb

The tax incentives available through Venture Capital Trusts (VCTs) and the Enterprise Investment Scheme (EIS) help make the UK to remain one of the best places in the world to launch a start-up. But what does this mean for financial advisers? Our whitepaper, ‘Tapping into UK SMEs’ provides you with everything you need to know about the market and why it's a great opportunity to help solve your clients' problems – such as reducing their Income Tax bill or Capital Gains Tax liabilities. Download your copy here: https://lnkd.in/e-r9ihCZ #taxincentives #earlystagestartups #earlystageinvesting #uksmes #techbusiness #taxdeductions #taxdeductions #investingtips #investingstrategies #taxyearend #VCT #EIS Don't invest unless you're prepared to lose all the money you invest. This is a high risk investment and you are unlikely to be protected if something goes wrong. Take 2 mins to learn more: https://lnkd.in/etq3n2G9

When Venture Capital Trusts (VCTs) were first introduced in 1995, they were a new and unfamiliar concept for many investors. Today, with nearly 30 years of growth - and £882mn raised last tax year alone - they’re a well-established option. (Source: Hargreaves Lansdown). This track record gives investors more confidence than ever to embrace VCTs. With clear tax benefits and positive history, VCTs are helping investors reduce tax liabilities while supporting some of the UK’s most exciting companies. To learn more about the Blackfinch VCT this tax year-end, visit our website: https://lnkd.in/egzuHhDq #VCT #VentureCapitalTrust #ClientFocused #InvestmentStrategy #TaxInvestments #TaxProducts #TaxEfficiency #TaxYearEnd #IncomeTax #TaxRelief [Capital at risk. Benefits of tax-efficient investments are subject to change and personal circumstances.]

The recent Autumn Budget has reshaped client attitudes towards Enterprise Investment Scheme (EIS) investments. According to our ‘Understanding EIS’ survey - where we partnered with GBI Magazine - 56% of advisers said they 'definitely did' or 'possibly did' have clients considering EIS investing who hadn’t before the Budget. Almost half (49%) of respondents said that clients were 'very' or 'somewhat likely' to invest this tax year – so with tax year end fast approaching, the clock is ticking to make sure clients have the information they need. For Blackfinch Ventures EIS Portfolios, applications and cleared funds received by 24th March 2025 can have funds fully deployed this tax year. This enables investors to use carry back to claim Income Tax relief for tax year 2023/24. Request an illustration online, and provide your clients with a smoother client experience with beautiful personalised documents: https://lnkd.in/eepk2r9s #TaxInvestments #TaxProducts #TaxRelief #TaxYearEnd #IncomeTax #CarryBack #Investing Don't invest unless you're prepared to lose all the money you invest. This is a high risk investment and you are unlikely to be protected if something goes wrong. Take 2 mins to learn more: https://lnkd.in/eepk2r9s

🚨 Tax Year End is Approaching – Are Your Clients Maximising Their Allowances? 🚨 As we edge closer to the tax year end, financial planning opportunities are at their peak. Are your clients fully utilising their allowances and reliefs? From ISA contributions to pension annual allowances, Capital Gains Tax exemptions, and Income Tax planning, there's still time to take action. At Blackfinch, we understand the importance of strategic tax planning. That’s why we’ve put together a comprehensive Tax Year End Checklist – designed to help you navigate key deadlines and ensure your clients make the most of the available tax efficiencies. 🔹 Key areas covered: ✅ Claiming for tax liabilities in previous and current tax years. ✅ Quick reference guide to which investments tackle which type of tax. ✅ A check list of client types that may need tax planning strategies. ✅ Key deadlines for applications to get deployment this tax year. 💡 Don't leave it too late! Make sure your clients benefit from the full range of tax planning opportunities before the tax year end deadlines. 📥 Download the Blackfinch Tax Year End Checklist now to ensure you’re giving your clients the best advice possible! 👉 https://lnkd.in/e9rKfy5n #TaxPlanning #FinancialAdvisers #Paraplanners #Blackfinch #TaxYearEnd #ISA #PensionPlanning #CGT #EIS #VCT #InheritanceTax #FinancialPlanning #ClientFirst [Capital at risk]

We know how important it is for advisers to confidently communicate the value of Venture Capital Trusts (VCTs) or Enterprise Investment Schemes (EIS) to your clients. That’s why we’ve created the Blackfinch Ventures Portfolio Companies explainer video series. Here is Currensea, a UK-based fintech company offering a travel debit card that allows users to spend directly from their existing bank accounts while saving on foreign exchange fees. These short videos will help you share clear, compelling examples of innovative businesses in our portfolio with your clients. Please share the link with clients who want to know more about Blackfinch Ventures portfolio companies. The video series is also available on our YouTube channel: https://lnkd.in/eZTtNEJ8 Visit our website to explore Blackfinch VCT and EIS opportunities: https://lnkd.in/esCr7K7G #startupfounders #startupsuccess #growthbusinesses #Techbusinesses #VentureCapital #VentureCapitalTrust #EnterpriseInvestmentScheme #ConsumerDuty #FinancialAdvisers #PortfolioCompanies #EarlyStageInvesting [Capital at risk. Benefits of tax-efficient investments are subject to change and personal circumstances.]

Here's last week's economic and market highlights: 🌍 UK: Financial markets scaled back expectations of three Bank of England interest rate cuts in 2025, after the latest wage and inflation data put pressure on the central bank. Inflation, as measured by the Consumer Price Index (CPI) rose 3.0% year-on-year in January, from 2.5% in December, and the fastest rate since March 2024. Wages excluding bonuses in the three months to December rose 5.9% year-on-year, up from 5.6% in Q3 2024. 🌍 North America: Markets remained focused on geopolitics and potential tariff implementations last week, as US President Donald Trump suggested automobiles, lumber, and pharmaceuticals could be next in the firing line. However, like previous tariff rumours, details were limited, and investors speculated whether these tariffs would come into force at all. Want the full update? Sign up here: https://lnkd.in/e_yXDvHK #MondayMarketUpdate #AdvisoryServices #MarketInsights #GlobalMarkets #MarketUpdate #EconomicInsights #GlobalMarkets #NorthAmericaEconomy #EurozoneNews #AsiaMarkets #FinancialTrends #InvestmentUpdates

Are you thinking of starting a career in financial services? If you’re at the start of your journey, we want to help! Join our 2025 Summer Internship intake and be part of a thriving group of people learning the ropes together. Take part in the investment team discussions on possible deals that could be made, listen to industry experts as they navigate the fascinating world of investments and enjoy the social activities where you’ll meet the whole company. This could be your springboard to a future career – ready to jump in? Click here to apply>>> https://lnkd.in/e7czVTzj

Did you know, as at November 2024, our Ventures portfolio of businesses employed approximately 858 people? Our forward-thinking tech companies are not only driving innovation but also creating opportunities and supporting local economies to thrive. By investing in these businesses, via an Enterprise Investment Scheme (EIS) or Venture Capital Trust (VCT), your clients aren’t just part of their success—they’re also supporting job creation and economic growth across the UK, all while mitigating their income tax. Explore our tax-efficient EIS and VCT investments via our website, where you can get online applications and illustrations at the click of a button>>> https://lnkd.in/eVehk6w5 #socialvalue #EIS #VCT #taxefficientinvesting #taxyearend #venturecapital #venturecapitalinvesting

Have you seen our Market Updates toolkit for financial advisers? We offer four options so you can stay ahead of the market: ☑️ Monday Market Update: Get a smart start to your week with our easy to read and digestible content of global events. ☑️ Monthly summary: Monthly Market Moves: A summary of global events from the month, sent direct to your inbox. A sleek, branded report which you can easily use with clients. ☑️ Live webinar: 10-Minute Monthly Market Forecast Webinar Join our investment team, live, for focused soundbites which you can share with your clients. ☑️ 15-minute Quarterly webinar: AIM in Focus Access the latest Alternative Investment Market (AIM) company news and UK market trends every quarter via our expert investment team. Transform your client experience and sign up through our website! https://lnkd.in/eCM6d9em #FinanceMarket #GlobalMarkets #EconomicNews #FinancialAdvisors #FinanciAlanalysis #InvestmentTeam #GlobalEvents #ClientExperience #AdvisoryService #Insights