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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 Q1 2022
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
How to Invest
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ESG/Responsible Investment

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UK Stewardship Code
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Complaints Handling Policy
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AIM IHT Portfolios
General Portfolios
Adviser Centre
News & Insights
- Broadcasts
Document Library
About Us
- ESG/Responsible Investment