AIM Inheritance Tax Portfolio Service

Platform Availability

Our AIM IHT model portfolio is only available to investors through their financial adviser, and is held on a number of third-party platforms.

Benefits from platform AIM portfolio investment

  • Cost savings and admin efficiency
  • Consolidation
  • Transparency
  • No investment delay
  • Existing platform functionality

Platform Choice

Tax Wrapper Availability 

  • ISA (including ISA Transfer)
  • GIA
  • SIPP

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