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 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. 

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This AIM IHT ISA, the UK's largest, is managed by an experienced fund management team. Companies sought have proven track records, a strong market position and/or a clear growth opportunity.

£1.5 billion £720.0 million 1.0% 0.25% 0.75% 2.0%  

The Puma IHT AIM ISA is a discretionary portfolio run by Justin Waine and has a three years track record. It holds around 20 AIM stocks, often family businesses or founder controlled firms.

£28.0 million £316.0 million 4.0% 3.0% 1.0% 2.0%  
Stellar AIM ISA

This AIM IHT ISA is a portfolio of 40 stocks, with an optional insurance policy

£70.0 million £851.0 million 0.5% - 0.5% 0.75%  

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 over £313 million in AIM listed companies.

£23.0 million £409.0 million 4.5% 3.5% 1.0% 2.0%