Sustainable Future AIM Inheritance Tax Portfolio Service

Company insights

Client investment will help small, innovative firms to develop and deliver solutions to some of the world’s most pressing environmental and social challenges. Here are a few of the companies we hold in the portfolio and where their work is making a positive impact.
SMS first battery energy storage system, Burwell, Cambridgeshire, 2022

Smart Metering Systems (SMS) are at the forefront in delivering and funding smarter, greener and more flexible energy assets. The company funds, installs and manages smart meters, energy data, grid-scale batteries, EV charging and other carbon reduction (CaRe) assets. Renewable energy is intermittent, and consequently we are producing more energy that can be used or stored. As a solution, SMS have developed batteries that connect to the National Grid and store clean energy when generated, making green energy available day or night, regardless of the weather.

Diaceutics Head Office

Diaceutics has established a global network of over 2,000 diagnostic and testing laboratories, creating the world’s first diagnostic commercialisation platform for the launch of precision medicine. With new medicines increasingly being targeted at the correct patients through genomic testing, their data set and network helps speed up the testing of these new treatments.
Their aim is to get every patient access to the right treatment at the right time.


Alumasc products on the Beyond Zero COP26 House, Glasgow  (Image Fourfifteen)

Alumasc is a UK manufacturer and supplier of sustainable building products, systems and solutions. These are designed to manage water and energy resources and improve the quality of life for the owner/occupier. Approximately 30% of their products are made using recycled materials.
Alumasc products were showcased on the Beyond Zero house at the UN Climate Change Conference in Glasgow, which used market-leading environmental materials to create a zero carbon home. Their contribution to global green revenues has been recognised with the award of the London Stock Exchange Green Economy Mark.


Image courtesy of Strix

Strix is the global leader in the design, manufacture and supply of kettle safety controls as well as other complementary water temperature management components, appliances and water filtration products. Their filter sales in 2020 were equivalent to 580 million single use plastic bottles.
Strix kettle control products save approximately 5 billion kg of CO2 a year, equivilent to emissions from 1 million cars (Strix ESG report 2021).

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