Our AIM IHT service has been awarded 5 Diamond and 5 Star ratings from Defaqto.
Defaqto have given their highest 5 Diamond and 5 Star ratings to our AIM Inheritance Tax Portfolio service. These reflect performance and quality respectively.
Independent and impartial, their long established Diamond and Star Ratings were recently extended to include AIM and Unlisted Business Relief services. Defaqto apply their trusted methodology to MICAP’s data on tax-advantaged investments to assess and rate provider services.
David Holmes, Head of Business Development, commented;
“Defaqto’s ratings are highly regarded and help many advisers and consumers to assess products at-a-glance. Our AIM IHT Portfolio service has delivered strong, consistent performance and offers a comprehensive range of features and benefits, so we are particularly pleased to have both aspects recognised by such a respected organisation”.
(Please note that 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).