AIM Inheritance Tax Portfolio Service

Company insights

Your clients’ investment will provide a source of capital to innovative companies, helping fund growth and development together with boosting skills and employment.
Here are a few examples of companies we hold in the portfolio.

Livesport HQ, Prague

(Image courtesy of James Halstead)

James Halstead manufacture and distribute commercial floor coverings with their products found around the world.
Their Polyflor vinyl is 100% recyclable allowing wastage to be used in new flooring or other plastic items.
New Polyflor vinyl made from wastage collected since 2009 would be the equivalent of covering 301 football pitches or taking nearly 2000 cars off the road.

Offshore wind installation tool

(Image courtesy of Ashtead Technology)

Ashtead Technology is a subsea equipment rental and services business.
More than 30% of Ashtead Technology’s revenue is derived from offshore wind projects. For example, their involvement in the construction and installation phase of Neart Na Gaoithe, a 450MW offshore windfarm off the coast of Fife, Scotland.


Airbus A321

(Image courtesy of Jet2)

Jet2 provide leisure air travel and package holidays, and operate scheduled, charter and tour operator flights.
They are now the UK’s third largest airline, flying from 11 UK airports to more than 65 destinations across Europe, the Mediterranean and the Canary Islands.
Jet2holidays is the largest operating ATOL-licensed tour operator in the United Kingdom with over 6.7 million passengers licensed as of February 2024.


Filter water dispenser

(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, equivalent to emissions from 1 million cars (Strix ESG report 2021).

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