Make your money go further for just 25p per day

AIM shares to avoid Inheritance Tax

21/12/2016 · ASOS (ASC)  · boohoo.com plc (BOO)  · CVS Group (CVSG)  · James Halstead (JHD)  · Mulberry Group plc (MUL)  · Nichols (NICL)  · RWS Holdings PLC (RWS) 

AIM shares to avoid Inheritance Tax
This Blog explains how you can avoid inheritance tax and also boost your investment returns. Over the past decade investment in AIM quoted companies that qualify for ‘Business Property Relief’ and therefore fall outside the Inheritance Tax net have delivered exceptional investment returns, as well as being a very attractive tax-planning tool. Find out how it works here.

- 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…

Sign up and read the full article

Register to continue reading this article.

Get FREE access now

Already a member? Login


Previous article Next article

Have your say

Log in or register to view or add comments.

For access to the top news and insights from the investment world

REGISTER FREE TODAY

Become a Champion Investor for as little as £3.20 per report or get a year's worth of money-making analysis for just £90.

START FREE TRIAL

More on ASOS

The week at a glance: 15 July – stocks are more reliable than currency

19/07/2019 · News & Insights

Corporate earnings season has kicked off in the US and, to a lesser extent in the…


Fast-fashion is an ethical nightmare

28/03/2019 · Company research

More on boohoo.com plc

Weekend round-up: five big business stories you don’t want to miss

27/09/2019 · News & Insights

Want to know which retailers are getting it right, why Saudi Arabia is more than just…


Week round-up: small cap results galore

06/09/2019 · News & Insights

Here’s our run-through of some of the biggest business stories of the week, focusing on a…


More on CVS Group

Why I’m buying: CVS Group

30/09/2019 · Companies Analysed

The UK's largest provider of veterinary servcies has been a mainstay of Fundamental Asset Management's AIM…


Veterinary group CVS is in need of treatment

29/01/2019 · News & Insights
Shares in the UK’s leading veterinary group have slipped further following yet another disappointing trading update.…

More on James Halstead

Why I’m buying: James Halstead

03/10/2019 · News & Insights

It may not appeal to those investors seeking greater excitement, but James Halstead - the highly-regarded flooring manufacturer -…


James Halstead (AIM:JHD) - beautiful clean numbers from this AIM blue chip

26/09/2018 · News & Insights
The flooring manufacturer has announced commendable full year results without an adjustment in sight - others…

More on Mulberry Group plc

The hunt for luxury investments leads us to AIM

17/10/2019 · Companies Analysed

Recent results from LVMH, the world’s largest purveyor of luxury goods, highlighted the enduring appeal of…


AIM shares to avoid Inheritance Tax

21/12/2016 · News & Insights
This Blog explains how you can avoid inheritance tax and also boost your investment returns. Over…

More on Nichols

The week at a glance: 15 July – stocks are more reliable than currency

19/07/2019 · News & Insights

Corporate earnings season has kicked off in the US and, to a lesser extent in the…


Nichols - time to revisit a 110 year-old classic?

17/07/2019 · Company research

More on RWS Holdings PLC

Should AIM investors fear IHT changes?

10/07/2019 · News & Insights

The second of two papers published by the Office of Tax Simplification have sent shivers of…


Plenty of Founders and Directors selling in February - should we be worried?

02/03/2018 · News & Insights
Large share selling by the Founders and Directors of several small companies over recent weeks could…

More News & Insights

Weekend round-up: Brexit business and four other big stories

18/10/2019 · Netflix · Sophos

Was Woodford wronged?

US earnings preview: watch out for these five key stories

15/10/2019 · Alphabet · Amazon · Apple · Comcast · Facebook · Microsoft · Netflix · PayPal

More on ASOS

The week at a glance: 15 July – stocks are more reliable than currency

Fast-fashion is an ethical nightmare

The Investor’s Champion podcast: The Amazon cloud

Remember when the ASOS warehouse burnt down?

More on boohoo.com plc

Weekend round-up: five big business stories you don’t want to miss

Week round-up: small cap results galore

The week at a glance: 5 August – fallen short

Should AIM investors fear IHT changes?

More on CVS Group

Why I’m buying: CVS Group

Veterinary group CVS is in need of treatment

Follow the directors: who’s buying?

‘Champion Chatter’ - 9%+ yield on offer in this little lot..

More on James Halstead

Why I’m buying: James Halstead

James Halstead (AIM:JHD) - beautiful clean numbers from this AIM blue chip

Honest reporting from two of AIM’s high quality companies – more needed from others!

James Halstead - staggering margins from this high class AIM Blue Chip

More on Mulberry Group plc

The hunt for luxury investments leads us to AIM

AIM shares to avoid Inheritance Tax

MULBERRY GROUP PLC (AIM:MUL) - Trading Update

More on Nichols

The week at a glance: 15 July – stocks are more reliable than currency

Nichols - time to revisit a 110 year-old classic?

Why would the Chancellor attack AIM tax reliefs?

Inheritance Tax planning favourites on AIM

More on RWS Holdings PLC

Should AIM investors fear IHT changes?

Plenty of Founders and Directors selling in February - should we be worried?

Best AIM shares 2017: RWS Holdings (AIM:RWS) has its best year ever but plenty more to go for

Inheritance Tax planning favourites on AIM

More News & Insights

Weekend round-up: Brexit business and four other big stories
Was Woodford wronged?
US earnings preview: watch out for these five key stories