How can AIM help your clients’ Inheritance Tax planning?

Presented by

Stephen Drabwell, Derek McLay

About this talk

In the last year, HMRC has accumulated record levels of Inheritance Tax revenue and there has been a significant growth in demand for Inheritance Tax planning advice. The Chancellor has frozen tax thresholds until 2026 and with a rise in inflation expected over the coming years IHT planning will become an even greater theme for clients and advisers. How can AIM help? AIM is one of the most successful growth markets in the world and an AIM IHT portfolio can qualify for 100% IHT exemption after two years. It can also sit within an ISA on platform and clients don’t lose control of their money. Want to hear more? Join myself and our co-founder Stephen Drabwell to hear how AIM can help with your clients’ Inheritance Tax planning. Derek McLay
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Fundamental Asset Management Limited is an independent, owner managed, investment management firm which has delivered outstanding investment performance through focusing on direct equity investment. We undertake our own in-depth research, seeking out the best investment opportunities across UK and international stock markets. We have an unrivalled knowledge of the AIM market and have successfully provided AIM for Inheritance Tax planning and General Portfolio Management to private investors, trusts and institutions for over 15 years.