KAM AIM Inheritance Portfolio

The KAM AIM Inheritance Portfolio provides investors with the opportunity to mitigate Inheritance Tax (IHT) on a proportion of their assets whilst maintaining access to capital and providing the potential for future growth. The team has developed a robust investment process that is based upon thorough fundamental research and close contact with company management teams. Stocks are selected with the objective of balancing the desire for capital growth in real terms with the provision of Inheritance Tax mitigation.

Investment Characteristics

Factors for Consideration: The AIM investments carry a higher degree of risk than investing in more liquid shares of larger companies. The value of the investment may decline, and there is a risk that this may outweigh any Inheritance Tax saving. Investors should also be aware of the potential for changes to tax legislation.