Web/products/foresight-inheritance-tax-solution WebThe Adapt AIM Portfolios invest in fast-growing firms listed on the Alternative Investment Market (AIM). We only invest where we believe stocks qualify for Business Relief (BR). BR can deliver Inheritance Tax (IHT) relief after just two years 1 (and if held at the time of death). AIM brings return potential and the ability to hold in an AIM ISA.
Foresight Group
Weba significant ISA pot, you could discuss a partial transfer to an AIM ISA which specifically focuses on investing in BR-qualifying AIM-listed companies. This will retain the benefits of the ISA wrapper but, after a two-year period, the investment would receive 100% IHT relief provided the investment is still held at death. ISAs, IHT and APS: business printing crown point
Adapt AIM Portfolios - Blackfinch
WebAIM-listed shares that qualify for BR. There are no complicated legal structures, no trust administration and no underwriting. • Potential growth: AIM-listed companies offer the potential for significant growth and dividends. The Octopus AIM Inheritance Tax ISA is actively managed by one of the most experienced AIM teams in the industry. WebInvestors can hold BR-qualifying AIM-listed shares in an ISA. So, alongside helping to mitigate an IHT liability, the portfolios can deliver ISA tax benefits. These include tax-free dividends and no Capital Gains Tax on any investment growth. No Stamp Duty Stamp duty at a rate of 0.5% is no longer charged on AIM share purchases. WebIf you need to contact us, you can call us on 01452 717070. Or if it's easier, please email us at enquiries@b lackfinch.com. We promise to get back to you promptly. business printers with refillable ink