AIM IHT ISA offers

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

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Downing AIM Estate Planning Service NISA

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.

AIM £15,240 Yes
Puma AIM IHT Service

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AIM £15,000 Yes
Stellar AIM ISA

Managed by Pilling and Co since 2008, this discretionary portfolio offers an insurance policy to cover any loss should the investment have fallen in value at the time of death.

AIM £15,000 Yes