AIM Inheritance Tax Portfolio Service


Charges are simple and transparent.

– Our fee: AMC 1% (VAT exempt)

– Platform specific charges apply

– Platform Dealing charges where applicable

– No initial charge, no withdrawal charges, no performance fees, no exit fees

– Minimum investment £20,000

“The Service’s fees are competitive, and a sole annual management charge of 1% when investing via a platform is lower than the market average.” (MICAP Offer Review Report, March 2024)

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