TAX PLANNING tool offers capital growth based on a portfolio of aim and ofex-listed stocks
The private clients team at Edinburgh Fund Managers (EFM) has launched a service designed to reduce potential inheritance tax (IHT) liabilities by investing on Aim and Ofex. Investors in the Edinburgh iht Investment service will receive a portfolio of qualifying Aim and Ofex stocks. This will be constructed to provide capital growth and at the same time ensure a high proportion of wealth can be passed on without being subject to the 40% tax rate. As most Aim stocks qualify for business property relief, their holdings are exempt from IHT liability provided the shares are held for at le...
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