Welcome to Wealth Club

Clubfinance is now part of Wealth Club. Please use this website to read impartial reviews on – and invest in – VCTs, EIS, SEIS, IHT portfolios, AIM IHT ISAs and more. Questions? Call 0117 929 0511.

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

Product Sort by value Portfolio size Sort by value Average market cap Sort by value Initial charge Sort by value Saving via Wealth Club Sort by value Net initial charge Sort by value AMC Sort by value Invest now
Blankstone Sington IHT AIM ISA

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 and preserve capital, but Blankstone Sington takes a different approach. The average company size is much smaller (under £150 million) and there is a greater emphasis on value investing.

£15.4 million £140.2 million Nil - Nil 1.25%  
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%