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, our terms of business and the Risks and Commitments.
Blankstone Sington’s IHT portfolio is unlike those offered by the larger AIM IHT providers. The objective is broadly the same: to invest in BPR qualifying stocks, but Blankstone Sington takes a different approach. The average company size is much smaller and there is a greater emphasis on value investing.
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 £300 million in AIM listed companies.
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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.
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