In the past it has been the growth potential that has attracted investors to AIM but current market conditions have meant that the tax advantages have become equally prominent.

• Qualifies for 100% IHT relief after two years
• Not a pooled investment - you own individual shareholdings
• Minimum investment £100,000
• Investments managed through Brown Shipley
• Clear charging structure

 Download AIM Portfolio details here

 Latest AIM Portfolio Performance chart*

* please make sure you read the key information under the chart

Contact Details

Ian Rogers - Head of Intermediary Development

Email: ian.rogers@brownshipley.co.uk or Call: 020 7282 3301

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.