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What tax wrappers can I hold the AIM portfolio in?

Date: 05 October 2020

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

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