Stephen English: Ready, AIM, aspire - to better service

IHT mitigation services

clock • 4 min read

AIM IHT portfolio services are growing in popularity but, argues Stephen English, advisers do not always consider the extra service dimension a discretionary fund manager can offer in this context

Inheritance tax (IHT) mitigation services have steadily risen in popularity by taking advantage of what is known as business relief through investment in certain stocks listed on what used to be the Alternative Investment Market and is now simply ‘AIM'. When it comes to the provision of these IHT portfolios and the recent expansion in the number of offerings, however, there is one aspect that receives less focus despite its central importance. That is the word ‘bespoke'. Like Orwell's Animal Farm, not all AIM IHT portfolio services are equal - whether they are delivered via a specialist ...

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