AIM Inheritance Tax Portfolio Service

Overview

Portfolio Objectives

Primary objective: To help investors to pass on more of their wealth to their beneficiaries after death.

Client money is invested into a diversified portfolio of Business Relief (BR) qualifying AIM shares that should achieve 100% relief from Inheritance Tax if owned for two years and held at date of death.

As BR qualification is only known following HMRC assessment on death, a key part of our service is to ensure to the best of our ability that companies we invest in remain BR qualifying.

Performance objective: To provide long term growth in value, whilst generating an honest dividend income which aims to cover most or all investor costs while mitigating much of the risk associated with this type of investment.

Key Information (September 2021)

Availability

Only available to investors through their Financial Adviser on third-party platforms

Service commenced

2006

Platform service launched

31st March 2017

Total AUM

£63m

Number of holdings

32

Investment Team

Matt Strachan

Ciaran Garvey

Catherine Jackson

Annual Management Charge

1% (VAT Exempt)

Other charges

Platform Charges apply

Platform dealing charges where applicable

Minimum investment

£20,000

Tax Wrapper

ISA (including ISA Transfer)

GIA

SIPP

AJ Bell:

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