Our AIM Portfolio Service

We are proud of our long-running and award-winning Alternative Investment Market (AIM) Inheritance Tax Service. We offer your clients a personal service, delivered at a low cost.

Since 2004, 100% of our AIM Service holdings have been eligible for Business Relief.

What sets us apart?

Outstanding Performance

Our AIM Portfolio Service has outperformed the AIM All Share Index by over 300% since its inception in 2004*

An Established Service with Consistent Management

Our AIM Portfolio Service has been in the experienced hands of lead investment manager David Willcox since its inception 22 years ago. He has navigated the service through various cycles, spanning six general elections, eight prime ministers, the Global Financial Crisis and the Covid-19 pandemic.

Excellent Value for Money

Our fees are lower than most, if not all, of our peers, with no set up charges, exit fees or annual inflation increases.

A Personalised Service

As an independent family and staff-owned business, we understand the importance of a personalised approach. Our investment management team and named, dedicated client support staff are available to both you and your clients at any time.

*Source: Financial Express and City Asset Management, 28 June 2004 - 28 January 2024. Performance is net of our fees. Past performance is not a guarantee of future results.