The following tax wrappers can hold the AIM portfolio:
- By allocating to the AIM service via a flexible ISA, you can shelter your assets from CGT and Income Tax as well as IHT
- You can invest flexibly, allocating a portion of ISA portfolio into the AIM strategy
Watch time: 2 minutes
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.