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.
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.
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.
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.