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AIM Portfolio Service
By investing in the Alternative Investment Market (AIM), the service offers a combination of potentially good investment returns and very favourable tax treatment.
Main Features
- Minimum investment of £100,000 invested in a portfolio of 20 to 30 selected AIM companies
- The portfolio invests in established AIM companies with good growth potential across a range of sectors to provide diversification and minimise risk
- After two years, most AIM shares qualify for business property relief, which protects them from inheritance tax (IHT)
- AIM shares can enjoy accelerated taper relief for capital gains tax (CGT). For higher-rate taxpayers, CGT effectively falls from 40% to 10% after two years.
Read the following important information about our AIM Portfolio Service.