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What is the AIM Strategy?

Date: 05 October 2020

The AIM strategy is designed to:

  • Preserve capital
  • Pass on more wealth to your loved ones, such as children and grandchildren – saving them up to 40% tax

By investing for 2 years +, your capital is sheltered from IHT (Inheritance Tax)

Alternative Investment Market (AIM) is London Stock Exchange’s international market to help smaller companies raise the capital needed to scale

  • We invest in quality AIM listed stocks
  • The strategy has been running since 2017

Watch time: 2 minutes

AIM Strategy

We understand how important it is for clients to plan and preserve for the next generation and their loved ones. The Quilter Cheviot AIM strategy is designed for estate and inheritance tax (IHT) planning at an accessible entry point of £100,000.

AIM Strategy

The value of your investments and the income from them can fall and you may not recover what you invested.