Skip to main content
Search
Close

What tax wrappers can I hold the AIM portfolio in?

Date: 05 October 2020

1 minute read

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

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

Related articles

AIM – on the lookout for a snapback

4 minute read

Market declines over the last 18 months have caused valuations in the small-cap space to decline significantly.

Published 13 days ago

Investing in the Alternative Investment Market (AIM)

4 minute read

Inheritance tax solutions, investing in quality companies and diversification are core principles underpinning our Alternative Investment Market strategy.

Published 02 May 2023

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