The investment objective of the AIM Portfolio is to outperform the FTSE AIM All Share (TR) Index and provide a real return over a rolling seven-year period. The AIM IHT service offers capital growth potential via a discretionary managed portfolio of shares that we believe will qualify for Business Relief (BR) at the time of purchase and so should be free of inheritance tax after only two years, provided they are owned at the date of death until April 2026.

 After 2026 you will still benefit from 50% IHT relief from AIM listed shares, so IHT is payable at 20% rather than the full 40%.

Business Relief

Our AIM service offers the opportunity to invest in a managed portfolio that we believe will qualify for Business Relief.

A Well-Considered Investment Approach

• We think like business owners, not traders, and are long term investors

• We look for profitable businesses and do not invest in loss making / early stage / blue sky companies

• We focus on businesses we understand and try to comprehend a company’s earning power rather than its current share price

• We aim to pay a sensible price, focusing on valuation so as to build a margin of safety within each holding

• Our approach allows us to keep portfolio turnover and, in turn, costs low.

Growth Potential

AIM is the London Stock Exchange’s market for smaller, growing companies across a broad range of sectors. AIM stocks give clients who are willing to accept the risks a strong opportunity for growth and dividends.