News

4 Feb 2025

Our AIM IHT service has again received Defaqto 5 Diamond and 5 Star ratings

• posted by David Holmes
• Financial Advisers, Blog

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….

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3 Apr 2024

Our AIM IHT service has been awarded 5 Diamond and 5 Star ratings from Defaqto.

• posted by David Holmes
• Financial Advisers

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…

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