Our AIM IHT service has again received Defaqto 5 Diamond and 5 Star ratings
We are delighted that for the second year running Defaqto have given our AIM Inheritance Tax Portfolio service their top 5 Diamond and 5 Star ratings. These reflect performance and quality respectively.
Their long established Diamond and Star Ratings were extended to AIM and Unlisted Business Relief services for the first time in 2024. Defaqto apply their trusted methodology to MICAP’s data on tax-advantaged investments to, in their words, provide “expert, unbiased ratings, not opinions.”
David Holmes, Head of Business Development, commented;
“Defaqto Ratings are the recognised industry standard and are trusted by consumers and advisers alike. To receive both top ratings for the second year in a row underlines the strength and consistency of our AIM IHT service and comprehensive range of features and benefits. This is a significant achievement and we are proud to receive such respected recognition.”
The value of an investment and income from it can fall as well as rise, past performance is no guarantee of future performance and you may not get back the amount originally invested.