Looking to Mitigate Inheritance Tax Liability

We provide investors with the opportunity to mitigate the effect of Inheritance Tax on an estate whilst maintaining access to capital and providing the potential for future growth.

All AIM portfolios are bespoke and managed via a thorough investment research process, which is based upon regular meetings between our team and the management of AIM-listed companies.

Factors for Consideration:

AIM investments carry a higher degree of risk than investing in more liquid shares of larger companies. Although we aim to mitigate security-specific risk through diversification, the AIM Inheritance Portfolio must be considered high risk.

The value of the investment may decline, and there is a risk that this outweigh and Inheritance Tax saving. 



AIM in DECEMBER

"December saw the AIM market continue its outperformance this year of the main market. Although commodity stocks have carried on surging as resource prices rose and signs of increasing M&A activity (eg AIM’s largest company, Western Coal has risen 287% ytd, and received a takeover approach), there have been strong performances from other sectors. ASOS has shown no signs of going out of fashion; with its shares already up 224% year-to-date, they rose 22% alone in the last month as the market began to price in strong overseas growth on the back of the launch of their country specific web sites".