Investing in AIM for Inheritance Tax relief

We discuss investing in AIM shares – the benefits and the risks of this segment of the stock market – particularly with a view to Inheritance Tax mitigation. 

Our three guests provide expert insight, having been managing AIM portfolios for years: Chris Hutchinson of Unicorn, Justin Waine of Puma and Stephen English of Blankstone Sington.

Who is a typical AIM IHT investor? How risky is AIM generally, and how wise is it to put your ISA into this area of the stock market with your legacy in mind? What happened to AIM in the last bear market, and how has it changed since then? And what type of companies do these seasoned AIM stock pickers look to invest in for an IHT portfolio? Watch the discussion to find out…

Please note: the opinions expressed in this video are the interviewees’ own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice nor a personal recommendation. The products featured are not suitable for everyone and capital is at risk. Tax benefits depend on circumstances and tax rules can change. Remember, past performance is not a guide to the future. If you’re unsure an investment is right for you, please seek professional advice.

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