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What happens to AIM shares on death?

Passing on more wealth This means that after being held for two years, the value of any qualifying AIM shares in your ISA will be excluded from your inheritance tax calculation. You must have held these shares for at least two years and still be holding them on your death for them to qualify for exemption.

Which one of the following applies for the purposes of the inheritance tax relief for AIM investments?

Why do AIM ISAs get IHT relief? The portfolios invest in AIM companies that qualify for something called Business Property Relief, BPR in short. If you hold shares in AIM companies that qualify for BPR for at least two years and still hold them on your death, no IHT should be due.

What is an aim portfolio for IHT?

An AIM ISA portfolio or AIM IHT ISA portfolio, as the name suggests, is a portfolio of AIM-listed shares that should benefit from IHT relief, designed to be held in an ISA. The portfolio is built and managed by a professional manager: Whilst youre invested, any growth and income are tax free.

What are the disadvantages of AIM stocks?

The Drawbacks of the AIM Stock Market Cost The costs involved will vary depending upon the size of the fundraising. Many of the costs associated with the flotation may be back end loaded, payable only on a successful flotation, and the majority of the costs paid out of the funds raised once floated on the market.

What is the AIM inheritance tax portfolio service?

An AIM portfolio offers your clients the opportunity to reduce the inheritance tax (IHT) payable by their estates on death, while maintaining access to capital and income.

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