Blackfinch Group

Introducing our new, quarterly Alternative Investment Market (AIM) webinar series for wealth managers and financial advisers. We value your time, so these concise, 15-minute webinars are an excellent way to discover what our investment team considers to be some of AIM’s most exciting opportunities, for you to digest and discuss with your clients. What will the investment team cover? ☑️ Stay updated on the latest AIM company news. ☑️ Explore the outlook for portfolio companies. ☑️ Dissect recent activity and rhetoric from management teams. ☑️ Explain what this may mean for investors.  ☑️ The UK’s broader economic trends that could shape the narrative for portfolio holdings in the near term. Join us live on the third Thursday of each new quarter. And if you have specific questions you want the team to address during the webinar, just send them over to eventswebinars@blackfinch.com beforehand. Find out more and sign up on our website: https://lnkd.in/ebsgaqxz #AIMInvesting #FinancialAdvisers #Paraplanners #WealthManagement #UKInvesting #MarketInsights #InvestmentStrategy #AlternativeInvestments #PortfolioManagement #FinancialPlanning #UKEconomy #SmallCapInvesting #AdvisorEducation #MarketTrends #InvestmentOpportunities #FinancialServices [Capital at Risk]

Here's last week's economic and market highlights: 🌍 UK: The International Monetary Fund (IMF) upgraded the UK’s 2024 growth forecast from 0.7% in July to 1.1%. This would make the UK the joint third fastest-growing economy in the G7 this year, in line with France and behind the US, which is expected to grow by 2.8% and Canada, which is forecast to grow by 1.3%. The Office for National Statistics reported public sector net debt (excluding public sector banks) was provisionally estimated at 98.5% of gross domestic product (GDP) at the end of September. This was lower than in August, when the debt/GDP ratio was 98.8%. Want the full update? Sign up here: https://lnkd.in/eeMVfpTy #MondayMarketUpdate #AdvisoryServices #FinancialAdvisors #WealthManagement #MarketInsights #InvestmentStrategy #PortfolioManagement #TaxPlanning #FinancialLiteracy #ClientExperience #GlobalMarkets

Tim Wynn-Jones has joined Blackfinch as our Head of Energy Transition and will be playing an instrumental role in the future of our investments into this theme. Tim brings extensive experience in renewable energy finance, development, and technology deployment. He holds an MSc in Sustainability and Corporate Responsibility and has led large-scale energy projects, managing departments and generating significant revenue. Prior to joining Blackfinch, Tim founded a consultancy firm advising energy companies and investors, supporting Blackfinch's Energy and Ventures teams, and currently serves on the investment committee for the group’s listed infrastructure fund. To help you understand more about this new product and the investment opportunity for your clients, download the brochure: https://lnkd.in/eE4xFRGe #EnergyTransitionTech #EnergyTransition #EISTaxRelief #GreenTechStartups #NetZeroInnovation #NetZero #SustainableTechVentures #EnergyInnovationEIS #EarlyStageInvesting #DecarbonisationTech #EnergyTechVentures #InvestInCleanTech #EnterpriseInvestmentScheme #EIS

Why do we call the Blackfinch Adapt IHT Service - our Inheritance Tax (IHT) solution – a ‘service’? At Blackfinch, we take a holistic approach with our IHT solution by providing support before, during, and even after the investment is made. Advisers – and clients - can expect a seamless experience when you work with us. From start to finish, our aim is to make the entire inheritance tax planning process as simple, straightforward and as sensitively-handled as we can. Learn more about the service advisers can expect in the full article: https://lnkd.in/e4T_y-DZ #InheritanceTax #IHT #EstatePlanning #WealthPreservation #BusinessRelief #CapitalPreservation #TaxMitigation #TaxProducts #TaxEfficiency #IHTexemption #IHTrelief #AdviserExperience #InvestmentStrategy 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/eZr624Q3

Did you know that Blackfinch is one of the UK’s leading investors in renewable energy assets? In fact, we have already invested in more than 53 solar and wind energy sites nationwide. Renewable energy is important to us, and is one of the four investment areas used within the Blackfinch Adapt IHT Service. Our Behind the Scenes video shows the work we do finding and investing in some of the best renewable energy investments across the UK. Watch the video here: https://lnkd.in/eRffCKvt #EnergyInvesting #EnergyInvestment #RenewableEnergy #Windfarms #CleanEnergy #Diversification #IHTService #InheritanceTaxPlanning #BusinessRelief #AlternativeInvestments #WealthManagement #FinancialPlanning #InvestmentOpportunities #AssetDiversification #TaxEfficientInvesting 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/eYEgfQXX

With over 20 years of experience in the Enterprise Investment Scheme (EIS) industry, and former Director General of the EIS Association, Mark Brownridge brings unique insights into the future of clean energy investment. In his latest article, Mark shares why 2024 marks a pivotal moment in Britain's energy history. The closure of Ratcliffe-on-Soar, the country’s last remaining coal-fired power station, isn't just the end of an era – it could be the fourth major energy transition in our history. He also highlights the link between the Industrial Revolution, today's clean energy revolution, and technology, and the huge investment potential this transition presents. Read Mark's full analysis of this fourth energy transition, and why we recently launched our Energy Transitions EIS Portfolios product: https://lnkd.in/eHzm_EBq #EnergyTransitionTech #EnergyTransition #EISTaxRelief #NetZero #TechForGood #Decarbonisation #EnterpriseInvestmentScheme #EIS #IndustrialRevolution #CleanEnergy #Investing #EarlyStageInvesting 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/eVpixd3j

NEW PRODUCT ALERT: ENERGY TRANSITION EIS PORTFOLIOS The Blackfinch Energy Transition EIS Portfolios is aligned with several key megatrends that are reshaping the global energy technology landscape. These include: ☑️ The shift from fossil fuels to renewable energy sources. ☑️ The increasing electrification of transport and heating. ☑️ The development of energy storage solutions to balance supply and demand and the digitalisation of energy systems to improve efficiency and transparency. To help you understand more about this new product and the investment opportunity for your clients, download the brochure: https://lnkd.in/gue4jswV #EnergyTransitionTech #EnergyTransition #EISTaxRelief #GreenTechStartups #NetZeroInnovation #NetZero #SustainableTechVentures #EnergyInnovationEIS #TechForGood #DecarbonisationTech #EnergyTechVentures #InvestInCleanTech #EnterpriseInvestmentScheme #EIS

Explaining the intricacies of how Business Relief (BR) and Inheritance Tax (IHT) investments work to clients may not always be straightforward. The latest in our series of ‘Unpacked’ videos neatly explains how our IHT service works, using BR, in a client-friendly and easily digestible way. It also details the type of companies in which our service invests. Please feel free to share the video with your clients to ensure they have the best understanding of our products, services and how they work for them. Watch the video: https://lnkd.in/e3UMNM_W #PortfolioDiversification #IHTService #InheritanceTaxPlanning #BusinessRelief #AlternativeInvestments #WealthManagement #FinancialPlanning #InvestmentOpportunities #TaxEfficientInvesting #TaxProducts #iht #InheritanceTax #Inheritance 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/ex5DXq2T

The Energy Transition is a diverse and exciting theme, with implications across multiple sectors and markets. The four sectors in most need of help – transport, buildings and industry – are facing the same challenges the world over. Finding technology-led solutions will mean there will be applications on a global scale. Investors seeking diversification within their portfolio should note that our Energy Transition EIS Portfolios will also invest into companies at different stages, working on different technologies. The UK is the home of innovation and we’re proud to be providing capital to back the technology of the future. To help you understand more about this new product and the investment opportunity for your clients, download the brochure: https://lnkd.in/e5DcRYqK #EnergyTransitionTech #EnergyTransition #EISTaxRelief #GreenTechStartups #NetZeroInnovation #NetZero #SustainableTechVentures #EnergyInnovationEIS #TechForGood #DecarbonisationTech #EnergyTechVentures #InvestInCleanTech #EnterpriseInvestmentScheme #EIS

Did you know you can create illustrations and complete applications online for our tax investments? ➡️ Complete them in minutes ➡️ Send directly to clients ➡️ Paperless process ➡️ Securely sent to your inbox Explore them now for all our tax investments: https://lnkd.in/eGjvxHxN #WealthManagement #TaxPlanning #InvestmentStrategies #VentureCapital #EIS #VCTs #TaxProducts #TaxEfficiency #OnlineIllustrations #FinancialAdvisers #IFAs