BLANKSTONE SINGTON

Blankstone Sington offer award winning Inheritance Tax Portfolio

Founded in 1976 Blankstone Sington is a Liverpool based, independently owned member of the London Stock Exchange. The firm operates a boutique investment management and stockbroking service that includes both discretionary, advisory and execution only services.

Over the past 10-years Blankstone Sington have also been offering an award-winning Inheritance Tax Portfolio Service. The portfolio provides a simple approach to sheltering part of an estate from Inheritance Tax, with the potential for capital growth and income generation, by investing in a diversified portfolio of Business Property Relief (BR) qualifying AIM shares.

AIM, formerly known as the Alternative Investment Market, is a sub-market of the London Stock Exchange intended for young and growing companies by providing an ideal environment for businesses to access the capital and liquidity of the London Markets.

BR was introduced to promote the investment in unquoted businesses by permitting family-owned companies to pass free of Inheritance Tax, which extends to AIM shares with many seeming to satisfy the BR qualification criteria. It should be remembered that qualification is only confirmed after application (i.e. after death).

As part of the overall investment strategy for the Inheritance Tax Portfolio Service that Blankstone Sington offer, the firm consider four key principles; stock selection, the integrity of BR qualification, portfolio build and strong sell discipline.

Blankstone Sington offer investment in a diversified portfolio of some of the fastest growing and entrepreneurial businesses listed in London providing significant long term upside potential.

Each portfolio is individually tailored and expertly researched by the firms award-winning team, which clients always have access to.

One of the main benefits of the Inheritance Tax Portfolio Service portfolio with Blankstone Sington is the potential for capital growth plus it can provide an attractive level of income for investors.

In addition, on the basis of current legislation, and the ability to hold AIM shares in an ISA, it is also extremely tax efficient on a number of levels.

By investing with an award-winning firm, like Blankstone Sington, clients also have complete control and access. So, if circumstances should change there are no penalty charges or ‘lock ups’ for early withdrawal.

Alongside this, Blankstone Sington provide a highly competitive and transparent charging structure meaning that there are no surprise charges along the way.

M J Hudson of Allenbridge, one of the UK’s leading independent analysis firms, said: “The product is worthy of consideration by investors who seek a managed AIM portfolio for estate planning purposes, or indeed as an investment in its own right for those investors who already hold a diversified portfolio.

“It may also be of particular interest to those investors who already hold other BR AIM portfolios because of the smaller cap companies on AIM.”

Neil Blankstone, Director of Blankstone Sington, said: “The last four decades has seen Blankstone Sington successfully invest in smaller companies and as stockbrokers, managing small cap stock is part of our DNA. We use this core knowledge and experience base to support our clients by creating Inheritance Tax Portfolios to help them both shelter part of an estate and hopefully offer some growth and the potential for generating income.”

The information contained herein does not constitute investment advice and the investment or investment services referred to may not be suitable for all investors; we strongly recommend you consult your professional adviser before taking any action. It should be noted that the benefits of the Inheritance Tax Portfolio are premised on current tax rules continuing for the duration of an investor’s portfolio. The rules on tax or their interpretation, as with the rates of tax applicable, may alter. The details and examples in this document are a simplified summary of the relevant tax rules. Blankstone Sington is not a tax adviser and potential investors are recommended to consult a professional tax adviser on all tax matters. The past performance of any investment is not a reliable indicator of future performance. The value of investments and any income from them may fluctuate and are not guaranteed. Investors may not get back the original amount invested.

Authorised and Regulated by The Financial Conduct Authority (143694).

Web: blankstonesington.co.uk Tel: 0151 236 8200

NEIL BLANKSTONE of Blankstone Sington