With a background of ever-growing IHT receipts, investing in AIM through an ISA can be a powerful planning option for the right person, writes Jack Rose, as he offers investors and their advisers 10 tips on the subject
Well into the final month of this current tax year, advisers are more than likely to have encouraged their clients to look at their ISA investment - and perhaps to consider the option to invest in the Alternative Investment Market (AIM), as part of their inheritance tax (IHT) planning. Since 2014 - when rule changes allowed investors, for the first time, to hold AIM shares within their ISA - there has been an influx of investment in AIM shares for IHT purposes. This is not that surprising when you consider there is approximately £500bn invested within ISAs today, with more than six milli...
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