AIM IHT Portfolios
Our dedicated AIM IHT Portfolio Services have been producing outstanding results since 2004, significantly out-performing the AIM Index *
Investing in companies listed on the Alternative Investment Market has the added benefit of potential Inheritance Tax mitigation, benefiting from Business Property Relief, and is a proven, effective and straightforward tax planning method, where assets remain under your control and are accessible at any time.
Our AIM IHT portfolio services reflect your investment requirements by investing in well-established, profitable and cash generative AIM shares, many of which also provide an attractive dividend yield.
These exciting, ambitious businesses offer excellent investment opportunities, combined with attractive tax benefits and the opportunity to support the global businesses of the future.
*Typical AIM Inheritance Tax portfolio managed by Fundamental Asset Management and held for longer than 5 years.
Obtaining 100% Inheritance Tax Relief with AIM shares
By investing in AIM-quoted companies that qualify for Business Relief, our AIM Inheritance Tax portfolio service can help you obtain 100% relief from Inheritance Tax in the UK, if held for two years and still held at death.
This FREE report explains how AIM companies, selected and managed by experts at Fundamental, can help you avoid Inheritance Tax and potentially substantially increase your wealth. Download the report from the link here to find out more about the benefits of Business Property Relief on AIM shares.
In addition to this relief, AIM shares can also be held within an AIM ISA, giving you Capital Gains Tax and Income Tax relief, making this one of the most attractive tax-efficient investments on the market.
If you have an existing ISA, you can also use it to invest in qualifying AIM companies.
Available on leading adviser wrap platforms
Our AIM Inheritance Tax Portfolios can also be accessed through platforms including Standard Life Wrap, Elevate, Transact, Nucleus, Funds Network, Ascentric and CoInvestor.
Why not tap into our specialist expertise and experience investing in AIM companies, by contacting us at [email protected] or 01923 713890.