AIM IHT Portfolio Service
Protect legacy. Full asset control.
Our AIM IHT Portfolio service is a discretionary managed portfolio, with the potential to protect estates from Inheritance Tax (IHT), while still allowing clients to retain full control of any assets and income they earn.
The AIM IHT Portfolio is a longer-term investment with a higher degree of risk.
Considerations on AIM IHT Portfolios
AIM company shares can be less liquid than their larger counterparts in the FTSE 100 and 250 indices.
Many AIM quoted companies have a small management team, so the loss of one individual may have a significant effect on their performance.
Companies listed on AIM may revert to private status. In this occurrence, the protections offered by AIM may cease to apply.
Tax relief can change at any given time. We cannot guarantee all investments will qualify, or continue to qualify for tax relief. Each company’s qualification for IHT relief is subject to HMRC approval at the time of shares disposal.
We cannot guarantee timescales for fully investing portfolios or that portfolios will be fully invested at all times in the future.