Alpha Portfolio Service Brochure
Alpha’s AIM IHT Portfolio Service is an award winning discretionary investment service that seeks to reduce a client’s potential exposure to IHT on death. This can be achieved through the construction of an investment portfolio of shares traded on the Alternative Investment Market (AIM), which have been held for a two-year qualifying period.
Available to private individuals who are looking to take advantage of Business Relief or Business Property Relief (BPR) for Inheritance Tax (IHT) purposes.
In November 2019 we were very proud to be named finalists and be highly commended in the Investment Week Tax Efficiency Awards for Best AIM IHT Portfolio Service – DFM Provider.
In October 2018 we were very proud to be named finalists in the Investment Week Tax Efficiency Awards for Best AIM IHT Portfolio Service – DFM Provider.
Alpha has an open and transparent policy with regard to fees and charges. There are two choices to ensure the charging structure adopted is appropriate for their individual circumstances.
Please refer to our AIM IHT Fee Schedule for our charges, which includes all our investment management and custody fees.
Adviser charging can be facilitated.
We publish a quarterly AIM IHT newsletter. If you would like to be added to our mailing list, please email email@example.com
The value of AIM quoted shares, and the income derived from them, may go down as well as up and an investor may not recoup the full amount invested. The market price of AIM shares may be highly volatile and may fluctuate significantly in response to a number of factors, certain of which may be outside the control of the companies issuing the securities. Information concerning taxation treatment is based on our understanding of current law and HMRC practice.
Please note if you are considering investment in an AIM portfolio, please seek professional advice.
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