Advisers turn to AIM-listed firms for inheritance tax relief

Advisers plan to increase use of AIM-listed firms to ‘mitigate IHT burden’

Sahar Nazir
clock • 1 min read

Financial advisers are increasingly turning to business relief (BR) qualifying AIM-listed firms to reduce inheritance tax (IHT) liabilities, Time Investments has found.

This is according to research with 100 UK financial advisers, wealth managers, wealth planners and paraplanners conducted by Pure Profile in October 2023. The majority (85%) plan to increase their use of AIM listed companies that quality for BR to help clients reduce their liabilities. Head of equity funds Raymond Greaves said: "Our research shows that advisers and wealth managers are increasingly turning to AIM as a tool to help mitigate the ever-increasing IHT burden." Almost three-quarters (72%) of respondents said that 40% to 60% of their clients aged over 50 currently hold BR ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

SFO secures six-figure confiscation order against Axiom Legal Financing fraudster

SFO secures six-figure confiscation order against Axiom Legal Financing fraudster

David Kennedy is currently serving an eight-year prison sentence

Sahar Nazir
clock 22 December 2025 • 1 min read
Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

Higher proof-of-value demands and operational challenges keep private markets on margins of UK advice portfolios

Sahar Nazir
clock 19 December 2025 • 9 min read
Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Business development exec Lawrence Patrick joined charity The Mehiel Foundation

Professional Adviser
clock 19 December 2025 • 1 min read