IHT Aim Portfolio Service
Speirs & Jeffrey offers an AIM portfolio service which is one of a number of HMRC-permitted tools which can be used to mitigate the impact of inheritance tax (IHT). This is a specific strategy which fits well with our emphasis on quality and structure for portfolios and careful consideration of each client's specific circumstances. We have many years of experience investing in IHT portfolios in this way.
The brochure below aims to explain clearly the benefits and risks of an IHT-related AIM portfolio. If you would like more information about this service, please get in touch.