The Octopus Inheritance Tax Service allows experienced investors to protect their assets from inheritance tax. It is the largest service of its kind, having attracted more than 12,000 investors and more than £2 billion in assets to date. Investors in the service will gain exposure to Fern Trading Limited, a large unquoted company with interests spread across more than 270 subsidiary businesses operating in a number of sectors which are important to the future of the UK economy, including healthcare, renewable energy, and fibre broadband. Read more, including portfolio examples, performance and risks – and apply online.

Find out about Octopus's AIM Inheritance Tax portfolio: the largest service of its kind (it manages £2 billion, June 2021). The highly experienced management team – which includes professionals who have been investing in AIM since the market was created in 1995 – focuses on large and established companies, often much larger than one might expect when considering an AIM investment. Read full review and apply online...

This is a relatively new and small portfolio (£31 million, June 2021) managed by RC Brown, an established investment management boutique with a close-knit investment team. The business has been investing in the AIM market for more than 20 years and in 2018 launched its AIM IHT investment service. The investment strategy is different to other AIM IHT offers due to its focus on primary market opportunities (i.e. new share issues), an approach RC Brown has followed for 30 years. Read full review, download documents and apply online.