Wise Investment AIM Portfolio Information Sheet

Wise Investment AIM Review June 2014

Our AIM Portfolio Service has been set up to help older people, who would like to reduce Inheritance Tax liabilities without the complexity and high charges of many existing arrangements.

The AIM is the Alternative Investment Market, the UK’s junior investment market. Individuals who have held shares listed on the AIM for two years qualify for Business Property Relief on those assets, which means that the value of the shares is not counted as part of their estate for the purposes of calculating Inheritance Tax. This means that a tax saving of 40% of the sum invested can be achieved in just two years.

The AIM Portfolio Service is part of our discretionary management service, and has the same management charge of 0.75% + VAT per annum, based on the value of the assets in the portfolio.

It should be noted that the price of Aim securities fluctuates on a daily basis, so the value of your investment and any income derived from them cannot be guaranteed (you are not certain to get back the full amount invested).

For more information on the service please see the information sheet available on the link below, or feel free to contact us. We provide a regular review of the AIM market and the companies selected for the portfolio, also available below.