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.

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.