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 can be accessed from the link here, can help identify which AIM companies qualify for the valuable reliefs. - AIM for IHT portfolios outperform leading indices Our…