AIM shares to avoid Inheritance Tax
- 100% relief from Inheritance Tax!
Investing in shares of qualifying AIM companies can help obtain 100% relief from inheritance tax (IHT) in the UK, if held for two years and still held at death. The two year, qualifying period is compelling for elderly investors with sizeable equity portfolios, notably accumulated in ISAs.
Investors are often concerned whether an AIM company qualifies for the valuable reliefs. Thankfully Investor’s Champion’s unique AIMsearch tool, which can be accessed from the link here, can help identify which AIM companies qualify for the valuable reliefs.
- AIM for IHT portfolios outperform leading indices
Our assessment of specialist AIM manager’s Inheritance Tax planning portfolios suggests they have significantly outperformed the FTSE AIM Index over the past 10 years, as this index indicator tends to be dampened by speculative and volatile commodity companies which managers of portfolios of AIM shares for IHT planning generally avoid. Moreover, AIM portfolios from the main IHT managers…
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