AIM Portfolio Service
Our Alternative Investment Market (AIM) Portfolio Service can offer an opportunity to grow your investments and shelter a part of your estate from Inheritance Tax (IHT). Unlike other IHT planning tools, our AIM Portfolio Service enables you continued access to income and capital. AIM stocks are more volatile and can be less liquid than standard securities.
Certain shares within the AIM qualify for BPR and therefore offer 100% IHT relief provided that they have been held for two years or more and continue to be BPR qualifying at the point of death. Our AIM Portfolio Service seeks to help clients benefit from this relief, whilst also offering them exposure to attractive investment opportunities independent of the relief.
We use the AIM Portfolio Service as one option in a wider inheritance tax planning strategy. It isn’t suitable for all clients.
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