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AIM IHT

Should AIM investors fear IHT changes?

Philip Hammond red folder entering Downing Street

The second of two papers published by the Office of Tax Simplification have sent shivers of uncertainty through AIM. Should investors really be worried? Read on to find out why we don’t expect much change. 


At some point in our lives, most of us will be faced with the daunting task of sorting out the estate of a deceased relative – often a parent. It’s a complicated, expensive process at a uniquely painful time. Anyone who has experienced it will no doubt welcome the government’s proposals to simplify inheritance tax (IHT) laws.

In the first of its two reports, published in November 2018, the Office of Tax Simplification (OTS) – an independent adviser to the government – highlighted that less than 5% of all the people who die every year are within the scope of IHT, despite the fact that more than ten times as many estates are forced to complete and submit forms. The second report – published in the first week of June – focused more closely on the design of inheritance tax in the UK and made observations, conclusions and recommendations about the key tax quirks, breaks and bonuses which arise when someone dies.…

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This article was written by experts from Fundamental Asset Management.

Specialist Inheritance Tax (IHT) investment management firm, Fundamental, has unrivalled knowledge of AIM and smaller quoted companies. Fundamental has successfully managed AIM portfolios for IHT planning purposes since 2004, delivering outstanding growth for its clients, well ahead of mainstream funds and stock market indices.

Find out more about Fundamental’s services.


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