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AIM IHT

Stunning results | IHT qualification concerns

Camellia company image

Our free update here covers stunning results from one company and news of significant investment sale for another. In both instances we are wary that their appeal for Inheritance Tax planning purposes might be compromised. Read on here for more on this.


A key attraction of investing in AIM companies for many UK investors is the potential for 100% relief from Inheritance Tax. However, not all AIM companies meet the necessary Business Relief qualifying rules, while others may carry so-called ‘excepted assets’ thereby potentially compromising relief.

Two companies covered have made significant announcements, which also serve to highlight ambiguities surrounding their potential qualification for IHT planning purposes. Read on below for more on this.…

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