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.
Can't see an offer you are interested in?
Please email us the offer details and we'll endeavour to add it to the list below.
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.
When you download information from our website or register to receive news and alerts, you become a member of Wealth Club and will receive further information by post and/or email about our products and services. There are no costs or obligations attached to your membership and you can cancel it at any time by contacting us. Your personal data will remain confidential, and will never be passed to any other company, unless required by law.
This website is directed exclusively at, and intended to be used only by, persons in the UK who will be required to self-certify as Sophisticated Investors or High Net Worth Individuals before applying to invest in any of the products featured. It is not directed at any person where (by reason of nationality, residence, domicile or otherwise) the usage of the website is prohibited.
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.
Wealth Club Limited is not responsible for the content of external third party material featured on our website.