AIM Update, November 2024

“The future is unknowable, and you should prepare accordingly”

CAM AIM team mantra

Whilst the Budget news surprised many, nothing has changed today, and a well-managed AIM portfolio still offers a valuable role in reducing one’s overall inheritance tax burden. However, the introduction of an effective rate of IHT at 20% from April 2026, intensifies the focus of clients and advisers on both the performance of the portfolio and the cost associated with managing the service. As investors with a 20-year track record of outstanding success, the team are confident that their philosophy of long-term investment in profitable companies will continue to meet the needs of clients.