AIM IHT ISA offers

Here is a list of current AIM ISA Inheritance Tax portfolios open for investment. Click through to read our comments on each offer, download the documents and find full details on how to invest. For each of our Featured Offers we also provide an extended research note. 

AIM ISA Inheritance Tax 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

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Puma AIM IHT ISA

The Puma IHT AIM ISA is a discretionary portfolio run by Justin Waine and is now three years old. It holds around 20 AIM stocks, often family businesses or founder controlled firms.

£11.0 million £381.0 million 4.0% 3.0% 1.0% 2.0%  
Stellar AIM ISA

Managed by stockbroker Pilling & Co since 2008, this AIM IHT ISA is a portfolio of 40 stocks. It offers an insurance policy to cover any loss in value.

- - 5.0% 4.0% 1.0% 1.75%