TYE Readiness: What you need to discuss with Solicitors & Accountants
This session highlights why accountants and solicitors should be referring key clients — particularly business owners and farmers — ahead of April 2026. Drawing on insights from the last two Budgets, it explores practical tax-saving strategies, real-world case studies, and how advisers can demonstrate their value to professional connections.
Everything VCT: Tax Benefits, Growth Potential & Expert Tips
An introduction to the Blackfinch Spring VCT, including insights from Ventures Director, Dr. Nic Pillow on what we invest in, our objectives, and what differentiates us in the market. The session covers VCT tax benefits, suitability, and why this tax year is expected to be a strong one for VCT investment, alongside common misconceptions, how tax relief is received, and when a VCT may not be appropriate.
Everything EIS*: Client Opportunities & Manager Insights
This session introduces the Blackfinch Ventures EIS, with Product Manager Katie Connolly outlining our investment approach, objectives, and market positioning. It provides a practical overview of EIS tax reliefs, how and when they can be claimed, and the types of clients best suited to EIS, supported by case studies. Key risks, disadvantages, and common misconceptions are also addressed.
Advanced BR Strategies: Integrating Trusts for Optimal Planning
Focusing on recent changes to Business Relief, this session explores advanced planning opportunities using BR and trusts, including Will planning strategies to preserve or reinstate the Residence Nil Rate Band. It examines when BR is appropriate across a range of client scenarios and trust structures, alongside the associated risks, Blackfinch’s track record, and best practice for documenting and communicating risk clearly and compliantly.
Each session will provide 1 hour of structured CPD should you consider this relevant to your professional development needs.
I look forward to welcoming you at the upcoming sessions!
