Protect legacy. Full asset control.

Our AIM IHT Portfolio Service aims to mitigate your client’s Inheritance Tax liability by taking assets outside of their chargeable estate after a holding period of just two years, as opposed to the typical seven year period when making a gift.

Clients are able to do this by holding assets which qualify for Business Relief (BR) which can include shares in qualifying companies quoted on AIM. In addition to the tax benefits the portfolio has the potential to provide long-term growth.

The AIM IHT Portfolio is a longer-term investment with a higher degree of risk.

To find out more information on our AIM IHT Portfolio Service please view our Information Sheet here.