AIM IHT Portfolio Service

A research based solution

Available to private individuals who are looking to take advantage of Business Relief or Business Property Relief (BPR) for Inheritance Tax (IHT) purposes.

The AIM-IHT Portfolio Service is a 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.

Lead Manager, Mark Sevier, Head of Research

Lead Manager, Mark Sevier, Head of Research

  • Head of Research at Alpha Portfolio Management
  • Small and mid-cap equity analyst for over 30-years
  • StarMine rated equity analyst for accuracy of stock recommendations
  • 8-years experience managing AIM IHT portfolios

Our experience in AIM companies in backed by:

  • Independent research from 15 specialist mid and small cap research brokers
  • Experience of managing and dealing in illiquid quoted companies
  • Regular meetings or briefings from company management teams
  • Analysis of company Reports & Accounts

Investment Week Tax Efficiency Awards 2019/20

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.

Investment Week Tax Efficiency Awards 2018/19

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.

Service features

  • Low initial minimum investment from only £50,000.
  • Subsequent investments of £20,000 or more can be made, however please note that each additional investment will take two years from the date that the underlying security has been purchased to become IHT exempt.
  • ISA qualifying.  Shares held within your ISA will be free from Capital Gains Tax, Income Tax and Inheritance Tax.
  • Higher risk, capital growth but with a conservative approach.
  • Income option.
  • Additional terms and conditions apply.

Competitive charges

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.

Click below for more informationAIM IHT

Call us on 0117 203 3460

Newsletter subscription

We publish a quarterly AIM-IHT newsletter. If you would like to be added to our mailing list, please email info@alpha-pm.co.uk

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.