Maximise your client’s inheritance
Investing in the Alternative Investment Market (AIM) can be an effective way to reduce the tax burden on your client’s estate, helping their family retain more from their inheritance. This is because our IHT Portfolio Service only includes shares in companies that qualify for Business Relief, meaning they could be partially exempt from IHT after they’re held for two years.
Our IHT Portfolio Service is a high-risk investment strategy, which is why we have an expert team to actively manage it for you. Our Investment Managers have a strong track record for delivering superior investment returns and keep a close eye on the portfolio at every step.
Why choose our IHT Portfolio Service
Consistent
Our team has a strong track record for delivering superior investment returns
Active management
We carefully choose suitable and hard-working investments for your clients
Dynamic
Let your clients take advantage of a dynamic market of growing businesses
Tax-efficient
Your clients can include IHT portfolios in their annual ISA allowances
Informed
Keep up to date with regular contract notes and quarterly formal valuations
Common questions on wealth management
Our IHT Portfolio Service is an AIM (Alternative Investment Market) portfolio. This is a selection of shares in smaller, dynamic UK companies listed on the London Stock Exchange’s AIM.
These portfolios are often used for growth-focused investments and tax-efficient inheritance planning. Currently, if AIM shares are held for at least two years and still owned after your client’s death, they may qualify for 100% inheritance tax (IHT) exemption through Business Relief.
Performance varies based on market conditions and the specific companies selected, but we do have a strong track record. We focus on robust businesses with strong growth potential to balance risk and reward. Historical returns are reviewed regularly, though past performance isn't a guarantee of future results.
For our latest performance view our factsheet
AIM portfolios are an attractive tax planning strategy because they offer potential IHT relief. They also provide an opportunity for growth, unlike traditional estate planning methods that may tie up assets or require irrevocable transfers – like a gift.
It's important to remember that AIM portfolios are a high-risk investment and should only be used if that’s something that your client is comfortable with. We can advise you and your client on this, to help make the right choice.
