Aim portfolio service
Our Aim portfolio service provides mitigation from Inheritance Tax through a spread of holdings in Aim-listed stocks. The investments attract Business Property Relief once they have been held for two years, provided they are still held on death. A portfolio of Aim shares provides investors with the opportunity for capital growth, with exposure to a broad spread of mature and profitable Aim listed companies. We will shortly be introducing a protection facility to protect the value of a portfolio from any loss. The minimum investment for this service is £50,000 which will provide a minimum of 10 holdings.
For further information please call Christian Elmes on 020 7131 4324 or email TES.
