Our AIM portfolios allow clients to make use of the inheritance tax advantages of AIM stocks. Please note that the taxation regime governing these investments may be subject to change in the future. An AIM portfolio forms an element of an overall portfolio where the client is willing to accept a higher level of risk in order to benefit from inheritance tax advantages.

Please note that it may be difficult to obtain reliable information about the value of AIM stocks or the extent of the risks to which they are exposed. The price of AIM stocks may be subject to wide fluctuations in price over a short space of time and may carry a higher degree of risk than other UK shares.

Partners: John Smith, David Gilbert

Please contact us if you would like to discuss AIM services in more detail, or see our FAQs page or “Becoming a client” section.