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Please find below useful documents to help you understand our services as well as open an account.

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AIM IHT Portfolio Brochure
AIM IHT Portfolio Factsheet
AIM IHT Quarterly Review Q4 2021
AIM IHT Portfolio Key Features

Account Application and Transfer Forms

Account Application Forms
Terms of Business
Remuneration Schedule
Transfer form (ISA)
Transfer form (Non ISA)

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AIM Shares For Inheritance Tax
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UK Stewardship Code
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AIM IHT Portfolios
General Portfolios
Adviser Centre
News & Insights
Document Library
About Us