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

'Don't think of consolidation as the end of independent advice. It isn't'

'Don't think of consolidation as the end of independent advice. It isn't'

Continuity before everything else

Tom Rowe-Jones
clock 02 September 2026 • 5 min read
SENDA calls on profession to share how it supports families with disabilities

SENDA calls on profession to share how it supports families with disabilities

Part of white paper launching in November

Isabel Baxter
clock 02 September 2026 • 2 min read
Plannex memberships boosted by 'out of the blue' Reddit influx

Plannex memberships boosted by 'out of the blue' Reddit influx

Without spending a penny on the social media platform

Isabel Baxter
clock 01 September 2026 • 5 min read