AIM Inheritance Tax Portfolio Service

Independent Reviews


Independent and impartial, Defaqto’s long-established Diamond and Star Ratings now include AIM and Unlisted Business Relief services.

Our AIM IHT Portfolio Service has delivered strong, consistent performance and we are proud to achieve a Defaqto 5 Diamond rating.

We are also delighted to receive a 5 Star rating from Defaqto for the quality of our comprehensive range of features and benefits.


MICAP have independently reviewed our AIM IHT Portfolio Service and their Offer Review Report (March 2024) of our Service can be downloaded at the link above.

AJ Bell:

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