![]() ![]() In particular the information provided does not constitute an offer to sell or buy securities for the benefit of any US resident or US person. By continuing to use this website you confirm that you have the necessary right to do so. The information provided on this website is intended for UK residents only. Investments may not be suitable for everybody and potential investors are recommended to seek independent advice based on your personal circumstances before investing. There is no guarantee that the tax efficient nature of any investment product mentioned within this website will remain. Past performance is not a reliable indicator of future returns. Important Legal Notices: Investment Notice - The value of investments can fall and you may get back less than you invested. The value of investments can fall and you may get back less than you invested. These companies are regularly appraised and added to when appropriate opportunities arise.Ībout Us | Accessibility | Contact Us | Disclaimer | Glossary | Legal Information | Links | Privacy and Cookies Policy | Security | Site Map At any given time we are monitoring 50 or more companies from which we select for IHT mitigation portfolios. We believe the higher risk nature of AIM investing makes it essential to have a broad spread of companies that have been researched and are regularly monitored. Investors should only contemplate investing in such equities if they can afford to lose any of the capital committed. We do have to point out that AIM securities are regarded as high risk and trading liquidity cannot be guaranteed. This makes it possible for us to create and manage a portfolio to take advantage of these far reaching tax breaks. There are over 700 companies listed on AIM, as at March 2023. These include companies dealing in property, investments and general financial instruments (i.e. There are some AIM companies that do not qualify for these reliefs. Where these investments are made inside an ISA they are not subject to CGT. Subject to capital gains tax (CGT) at 10% for basic rate taxpayers and 20% for higher rate taxpayers on gains in excess of the annual exemption (£6,0/2024 reducing to £3,0/2025). ![]() Exempt from IHT if the initial investments into AIM securities were purchased at least two years before the time of death and remained in AIM securities up to the date of death.Indirect Clients Supplementary Terms of Business.Portfolios for Inheritance Tax (IHT) Mitigation.Alternative Investment Market (AIM) Portfolio.Junior Individual Savings Accounts (JISAs).Self-Invested Personal Pensions (SIPPs). ![]()
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