… AIM share investing in combination with tax relief

Inheritance tax is one of the most unpopular taxes and without arrangements in place you risk being unable to pass wealth onto the next generation. Our Inheritance Tax Portfolio service is an extension of our discretionary management service and has been designed to mitigate IHT after a two year holding period by investing in a portfolio of AIM securities that qualify for Business Property Relief. This means that if the shares are still held at the date of death then the value is not counted as part of your estate for the purposes of calculating inheritance tax.

The AIM market was launched in 1995 and is the London Stock Exchange’s junior market for UK and international smaller companies. We will create a directly invested portfolio of AIM shares combining the potential for future growth with inheritance tax relief.