Following on from widening our platform offering with VCTs in September last year, we have further expanded our offering with IHT and Alternative investments now available on the platform. The new IHT service will cover both unlisted and AIM IHT products, and the accompanying Alternatives section will initially launch with a selection of secured bonds.

As with the EIS & VCT areas, key product information, data and documentation, including links to available 3rd party information and research will be available. We will be able to facilitate both direct and advised investments across all product groups, and comes with a suite of analytical and reporting dashboards.

Managing Director of GrowthInvest Daniel Rodwell Comments:
“We are delighted to be broadening the platform product range, and have done so in response to demand from both advisers and their clients. The use of Business Relief products within Inheritance tax planning is becoming increasingly widespread amongst the adviser marketplace, and it made perfect sense for us to bring a range of products onto the platform.”.

We launch our expanded offering with Stellar Asset Management, and their 3 IHT proposals, available to view at the respective links:

As well as the Deepbridge IHT Service, available to view here.

Johnathan Gain, CEO of Stellar Asset Management states:
“Interest in IHT products using Business Relief has never been higher amongst advisers, and we are pleased to be working with the GrowthInvest team to make our products available in a successful platform environment, one in which technology is being used intelligently to help facilitate investments, and provide advisers with the information they want and need.”.

Along with Andrew Aldridge who also commented:
“In our experience, the number of financial advisers considering Business Relief propositions as part of the inheritance tax planning continues to increase. GrowthInvest seeks to provide advisers with access to range of tax-efficient products on one platform and therefore it makes a great deal of sense for the Deepbridge IHT Service to join the panel so that advisers may access our full range of propositions via the GrowthInvest platform.”.

GrowthInvest will be actively promoting the service across a coordinated programme of pitch presentations, webinars, round-table lunches and regular adviser email communication channels, and is expected to continue with the ground-breaking webinar series The Adviser Hour which successfully completed a 6 part pilot series in Q1 2018.

For the full details, you are welcomed to view our press release by clicking here.

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