How to beat Inheritance Tax with AIM shares

AIM Shares Inheritance Tax

This simple FREE report from AIM shares Inheritance Tax specialists Fundamental Asset Management explains how investing in the shares of BPR qualifying AIM companies can help you avoid Inheritance Tax and potentially substantially increase your wealth.

  • AIM is the London Stock Exchange’s international market for smaller growing companies and probably the most successful growth market in the world.

  • AIM IHT Portfolios have the potential for excellent investment returns as well as 100% relief from future Inheritance Tax.

  • Your ISA can also hold AIM shares and you can transfer from existing ISAs to an AIM ISA.

  • Business Property Relief (‘BPR’) is applicable to many AIM companies which means the shares can fall outside your estate after only 2 years. Our FREE report explains the BPR rules.

  • AIM shares offer excellent investment opportunities – FTSE AIM All Share rose 20% in 2020  – combined with attractive tax benefits.

  • Fundamental Asset Management is an independent, owner managed, investment management firm with an unrivalled knowledge of  investing in AIM for Inheritance Tax planning purposes.

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  • Fundamental Asset Management’s dedicated AIM Inheritance Tax Portfolios have been producing outstanding results since 2004, significantly out performing major UK stock market indices.*

 

RISK WARNING
This free report is not investment advice, it simply explains about a simple way of potentially saving Inheritance Tax by acquiring shares in qualifying AIM listed companies. It’s important to remember that the value of an investment can fall as well as rise and investors may not get back the full amount they invest. Tax treatment depends on individual circumstances and could change in the future. Inheritance Tax reliefs depend on AIM portfolio companies maintaining their Business Relief qualifying status. Smaller company shares are by their nature high risk, their share price may be volatile and they may be hard to sell.

Typical AIM portfolio managed by Fundamental Asset Management and held for longer than 5 years.