AIM IHT Portfolio Services

Eventually our thoughts will turn to passing our wealth on to our beneficiaries, both to help them in their early years and to reduce our potential liability to Inheritance Tax (IHT).

This can be a difficult time. After all, none of us want to give away the bulk of our wealth only to find that we are then unable to pay for medical, care or other expenses in old age. Nor on the other hand do we want our beneficiaries to pay large amounts of IHT if we can avoid it.

One solution that you and your Independent Financial Adviser can consider is the AIM Inheritance Tax Portfolio Service, which addresses both concerns and can be particularly useful in reducing IHT liability to nil after just two years.

Tax treatment depends on individual circumstances and may be subject to change in the future.

London’s AIM (Alternative Investment Market) is a sub-market of the London Stock Exchange, allowing smaller companies to float shares. Investing in this market generally exposes your capital to a higher level of risk than investing in the main market, you might get back much less than you invested.

Savoy does not offer tax advice and recommend you always obtain individual financial advice before making any decisions.

Contact

Mark Jenkins  | Peter Cooper
020 7871 7300