Below we list the current AIM Inheritance Tax ISA portfolio offers available for investment. Each is accompanied by a brief commentary. For each of our Featured Offers we also provide an extended research note.
AIM Inheritance Tax ISA portfolios are riskier than conventional investments so they're not for everyone. Before you invest you should ensure you have read and understood the product's Application Pack and the Risks and Commitments.
Octopus manages over £875 million across its AIM products. This AIM ISA is managed by an experienced fund management team. Companies sought will need to have proven track records, a strong market position and/or a clear growth opportunity.
Unicorn is a specialist smaller company fund manager. Investment will be made into 25-40 AIM listed companies, most of which will already be held in either Unicorn's VCTs or Smaller Company fund. Unicorn manages £290 million in AIM listed companies. Worthy of consideration.
Judith MacKenzie manages Downing's AIM investments in VCT, IHT and an open-ended fund. Although having different remits all the AIM investments at Downing are managed with the same philosophy. The manager has a private equity-style approach taking significant stakes in companies and offering guidance and support as well as capital. The portfolio will invest in 20-30 companies. The added bonus is an insurance policy covering losses up to 20% in the first two years. This is worthy of consideration.
Managed by stockbroker Pilling & Co since 2008, this AIM IHT ISA has quietly delivered with a pragmatic approach, giving up some performance if volatility and risk are reduced. Offers an insurance policy to cover any loss in value.
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The investment products on this website are not for everyone. They are generally higher risk and require a longer investment term. You may get back less than you invest. It is therefore important that you understand the Risks and Commitments of these products.
We’ve made every effort to ensure the accuracy of the material on this website, but cannot guarantee its accuracy or currency. It reflects our understanding of current product and tax rules, which may change in future. It is for general information only and should not be regarded as constituting an offer or a solicitation to buy or sell any securities, or as investment or tax advice. If you are in any doubt as to the suitability of the products for your circumstances, please seek specialist financial or tax advice.
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