For Financial Advisers

Inheritance Tax Planning

Our AIM Inheritance Tax Service helps your clients to pass on more of their wealth after death and offers a flexible IHT planning solution for a number of different client scenarios

We only make our AIM IHT service available to investors through a qualified financial adviser as we know it is crucial that clients fully understand the benefits and risks involved.

The service is available as a model portfolio on many of the leading third-party wrap platforms. This can prove attractive to investors wishing to consolidate AIM investment alongside other holdings as well as being cost efficient.

Sustainable investing for Inheritance Tax Planning

For clients wishing to leave a wider legacy, we offer our Sustainable Future AIM Inheritance Tax Service.

The portfolio invests in AIM-listed companies, all of whom are contributing to positive social or environmental change. The portfolio also offers the potential for significant investment returns over the longer-term.

Risk-targeted investment

We offer a  range of actively managed  model portfolios to suit your clients’ risk appetite and investment objectives.

Our Managed Portfolio Service aims to provide a convenient and cost-effective investment solution for your clients, and is available on a number of investment platforms.

Get In Touch

I'd welcome the opportunity to discuss our services and where we can help you and your clients, so please get in touch.

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Matt Strachan included in Citywire Wealth Manager’s Top 100 for 2023

Nov 03, 2023

Our Chief Investment Officer Matt Strachan has been named as one of the most influential fund selectors in the UK & Channel Islands by Citywire’...

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