Our IHT Mitigation Portfolio
For individuals with an Inheritance Tax liability on their estate upon death.
| 2019 | 2020 | 2021 | 2022 | 2023 | YTD | |
| Aim Portfolio | 30.29% | 2.78% | -11.76% | -30.70% | -1.61% | 8.82% |
| FTSE Aim All Share Index | 4.58% | 35.46% | -7.66% | -16.58% | -11.17% | 5.81% |
Chart Details
- Growth to our AIM managed portfolio has now added 43% to the original capital invested.
- Every £100 invested originally is now worth £143.
Our Calculations
- The Managed Portfolio returns are net of all charges. It is the actual return received by clients.
- Any Index shown is a total return including dividends. It is a hypothetical return as it is not possible to invest directly in an index. A fair comparison would deduct both a fund charge and a platform charge which would cost upwards of 1/3rd of a percent (0.33%) per annum.
Risk Warnings
It’s important to remember;
- Past performance isn’t necessarily a guide to the future.
- The value of investments can go down as well as up.
AIM Portfolio Description
Our specialist Alternative Investment Market Managed Portfolio has the aim of reducing a client’s future estate assessable for Inheritance Tax on death. This portfolio is suitable for those client’s with a higher than average attitude to investment risk or those who simply wish to try to mitigate an impending future 40% IHT bill..
This portfolio is restricted to holding equities that qualify for business relief. It is a concentrated portfolio holding around 20 smaller UK equities, with approximately 3% held in cash.
Now read on to see whether this portfolio could be suitable.