AIM-ing for an alternative way to cut IHT?

AIM shares are increasingly attracting investors wishing to minimise their IHT bill, particularly now that such shares can be held within an ISA wrapper. Why not consider if an AIM portfolio may be right for your clients?

AIM shares are increasingly attracting investors wishing to minimise their IHT bill, particularly now that such shares can be held within an ISA wrapper.

It's not difficult to see why. The AIM solution to the IHT problem is, on the face of it, a no brainer. It offers an escape route from IHT after only two years, without having to give anything away.

Too good to be true? Maybe. It's unlikely to be a solution for everyone. But for those who can take on the various risks and volatility that could be encountered along the way, it may be worth consideration.

Read our insight to see if an AIM portfolio may be right for your clients and to understand:

  • Why investing in AIM shares can get assets outside their estate in two years with unrestricted access;
  • All the risks of AIM investing, not just the investment risk; and
  • How an AIM portfolio could compliment conventional IHT planning.

To find out more read the Techzone insight:

http://techzone.adviserzone.com/anon/public/sitefaqsNew/1_cutting_edge/TS_260918

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