Make your money go further for just 25p per day

AIM shares to avoid Inheritance Tax

21/12/2016 · ASOS (ASC)  · Boohoo Group (BOO)  · CVS Group (CVSG)  · James Halstead (JHD)  · Mulberry Group plc (MUL)  · Nichols (NICL)  · RWS Holdings (RWS) 

AIM shares to avoid Inheritance Tax
This Blog explains how you can avoid inheritance tax and also boost your investment returns. Over the past decade investment in AIM quoted companies that qualify for ‘Business Property Relief’ and therefore fall outside the Inheritance Tax net have delivered exceptional investment returns, as well as being a very attractive tax-planning tool. Find out how it works here.

- 100% relief from Inheritance Tax!

Investing in shares of qualifying AIM companies can help obtain 100% relief from inheritance tax (IHT) in the UK, if held for two years and still held at death. The two year, qualifying period is compelling for elderly investors with sizeable equity portfolios, notably accumulated in ISAs.

Investors are often concerned whether an AIM company qualifies for the valuable reliefs. Thankfully Investor’s Champion’s unique AIMsearch tool, which…

Sign up and read the full article

Register to continue reading our content.

Get FREE access now

Already a member? Login


Previous article Next article

DON'T MISS OUT!

Get top investment ideas to help safeguard and grow your wealth.

Invaluable insight from the exciting world of smaller companies.

REGISTER FREE

DON'T MISS OUT ON OUR PREMIUM CONTENT

Become a champion investor for just £90 a year. Benefit from our high performing portfolios:

START FREE TRIAL

More on ASOS

ASOS to join the dinosaurs on the main market

13/01/2022 · Company Insights

AIM’s star performer, and a business that made millions for early investors, has chosen to move…


ASOS prepares to take back its golden crown on AIM

11/11/2021 · Company Insights

Nick Beighton’s departure from ASOS (AIM:ASC) has the feel of the sacking of a football manager…


More on Boohoo Group

Mike makes a move | Bloomsbury blooms | Grape expectations

25/10/2024 · Company Insights

Sports Direct founder Mike Ashley has decided to return to the hot seat, suggesting he is…


Episode 17 of the Investor’s Champion Podcast

10/05/2024 · Podcasts

In this episode of the Investor’s Champion Podcast Chris and Lee discuss the resurgent UK stock…


More on CVS Group

Survival of an innovator | Veterinary reassurance | Broker reluctance

24/07/2025 · Company Insights

A manufacturer of automative components sees its shares bounce as it gets to grips with production…


CMA reflects | Another Main Market mover | Bonkers Bargain cheer

11/06/2025 · Company Insights

While not the growth engine of old, a substantial AIM company, whose results we cover here,…


More on James Halstead

Double digit growth | Stonking Small Cap updates

30/07/2025 · Company Insights

Our coverage here includes a review of stunning results from a manufacturer of products for the…


Big share price move | Cyber impact | Wine wonders

28/03/2025 · Company Insights

Selling wine online has been fraught with problems following the brief lock-down boom. But both AIM’s…


More on Mulberry Group plc

AIM takeovers | Automotive excellence and struggles

01/10/2024 · Company Insights

One of AIM’s largest companies seems inclined to accept a private equity funded offer, with an…


Bonkers Bargain Mulberry still looks interesting

28/06/2023 · Company Insights

Having experienced a dramatic rise and fall over the past decade, Mulberry faces an uncertain future.…


More on Nichols

Hostel delights | Franchise mystery | Steady as ever

01/08/2025 · Company Insights

Our coverage here includes a review of interim results from an unusual online travel group, which…


Strong growth | Exceptional ambiguities | Dividend delights

12/03/2025 · Company Insights

News covered here includes our assessment of strong results from several companies, including double digit growth…


More on RWS Holdings

Income Boosters: reliable high yields + a new stock

17/06/2025 · Portfolio

Our Income Boosters companies have delivered solid results and benefited from more positive market conditions since…


Cladding delivers | CEO clears the decks | Nice price

25/04/2025 · Company Insights

News covered here includes our assessment of the latest trading update from what used to be…


More Company Insights

Hostel delights | Franchise mystery | Steady as ever

Neuroscience company with exciting potential

01/08/2025 · Cambridge Cognition

More on ASOS

ASOS to join the dinosaurs on the main market

ASOS prepares to take back its golden crown on AIM

Former AIM top dog is feeling the strain

ASOS | Cambridge Cognition | Tracsis and more

More on Boohoo Group

Mike makes a move | Bloomsbury blooms | Grape expectations

Episode 17 of the Investor’s Champion Podcast

Should AIM investors still fear IHT changes?

Another big newcomer to AIM and other news

More on CVS Group

Survival of an innovator | Veterinary reassurance | Broker reluctance

CMA reflects | Another Main Market mover | Bonkers Bargain cheer

CMA relief | Software success | Offers galore

Cladding delivers | CEO clears the decks | Nice price

More on James Halstead

Double digit growth | Stonking Small Cap updates

Big share price move | Cyber impact | Wine wonders

Episode 37 of the Investor’s Champion Podcast

50 years of growing dividends | Transformational deals worry us

More on Mulberry Group plc

AIM takeovers | Automotive excellence and struggles

Bonkers Bargain Mulberry still looks interesting

Bonkers Bargains | Festive Fears | Contract wins

Moving parts | Trading ahead | Mounting losses

More on Nichols

Hostel delights | Franchise mystery | Steady as ever

Strong growth | Exceptional ambiguities | Dividend delights

Episode 28 of the Investor’s Champion Podcast

Flush with cash | Special dividends | Corporate undertakers

More on RWS Holdings

Income Boosters: reliable high yields + a new stock

Cladding delivers | CEO clears the decks | Nice price

Income Boosters update - 7.8% dividend yield

Challenges in the US | Plenty to like

More Company Insights

Hostel delights | Franchise mystery | Steady as ever
Neuroscience company with exciting potential
Double digit growth | Stonking Small Cap updates

Sign-up to our free email updates

SIGN UP