AIM Portfolio Service

Discover how Brown Shipley's AIM Portfolio Service could offer you an important opportunity to shelter part of your estate from Inheritance Tax (IHT), while still retaining control over your assets and the income they earn.

Savvy investment management can protect your wealth from a portion of IHT

 

The IHT benefits for investors in our AIM Portfolio can be highly significant and have gained prominence in recent years. In the past, the draw to investing in AIM stocks was the potential growth of the stocks listed on this index. We aim to achieve capital growth over the medium to long term through the careful selection of companies that meet our strict investment criteria.

Key features of our AIM Portfolio include:

  • A minimum investment of £100,000
  • Qualify for 100% IHT relief after two years
  • Ownership of individual shareholdings - not a pooled investment
  • Brown Shipley manages your investments under a Discretionary mandate
  • Clear charging structure

 Download full details of the Brown Shipley AIM Portfolio Service here

 Download the latest performance chart of the AIM Portfolio

 

  • If you would like to learn more about our AIM Portfolio service or to set up an initial meeting with an Investment Manager at one of our UK offices, please complete a simple enquiry form at the foot of this page.

Please read this important warning about investing in an AIM Portfolio

Investors should be aware that investment in companies listed on AIM carries a higher risk than equities on the main market of the London Stock Exchange. The value of your investment may go down as well as up and investors may not get back the full amount invested. Investment in AIM companies should be considered as a long-term investment.

In addition, current tax rules governing investment into AIM and available reliefs may change. Brown Shipley cannot guarantee that all AIM investments made will qualify for relief from IHT, or if they do initially qualify that they will continue to do so. Each company's qualification for IHT relief is subject to HM Revenue and Customs approval at the time of disposal of the shares.

The impact of tax for individual investors depends on tax law applicable to the personal circumstances of each individual and/or to the place where the capital is invested.

Investors should consider taking professional advice before any investment is made.

Clive Garnett

Private Client Director

Clive Garnett

IHT planning is very important for many of our clients; with a tax rate of up to 40% on an estate, good, practical advice is well received.

Our AIM Portfolio service is one of many IHT planning scenarios we can advise on. A meeting without any obligation is usually the best way forward.

Tel: 0161 214 6570
E-mail: clive.garnett@brownshipley.co.uk

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