INVESTMENT SOLUTIONS AIM IHT Portfolio Service Protect legacy. Full asset control. Our AIM IHT Portfolio Service aims to mitigate your client’s Inheritance Tax liability by taking assets outside of their chargeable estate after a holding period of just two years, as opposed to the typical seven year period when making a gift. Clients are able to do this by holding assets which qualify for Business Relief (BR) which can include shares in qualifying companies quoted on AIM. In addition to the tax benefits the portfolio has the potential to provide long-term growth. The AIM IHT Portfolio is a longer-term investment with a higher degree of risk. To find out more information on our AIM IHT Portfolio Service please view our Information Sheet here. Why consider us for the AIM IHT Portfolio? User Declaration INVESTMENT SERVICES TERMS AND CONDITIONS WEBSITE TERMS & CONDITIONS COOKIE POLICY PRIVACY POLICY PILLAR 3 DISCLOSURE ORDER EXECUTION POLICY CONFLICTS OF INTEREST POLICY ACCEPTABLE USE POLICY COMPLAINTS POLICY © 2021 Psigma Investment Management This website is maintained for general circulation and is intended to provide information only. It is not intended to be construed as a solicitation for the sale of any particular investment or as investment advice and does not have regard to the specific investment objectives, financial situation and particular needs of any person to who it is read by. Tax treatment will depend upon individual circumstances and maybe subject to change in the future. Please also note that the value of investments, and /or the income from them, can fall as well as rise so you may get back less than you invested. The past performance of an investment should not be relied upon as a guide to its future performance. Comment and opinion on this website is based on HMRC’s tax regulations for 2020/21. Psigma Investment Management is a trading name of Punter Southall Wealth Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 5374633. FCA Registration No. 478840. Registered office: 11 Strand, London WC2N 5HR. A Punter Southall company. A Punter Southall company Before entering our site, please declare who you are so we can optimise your experience. I am a Private client Select I am a Professional Adviser Select I am a Trustee / Consultant Select If you want to change your declaration, you can change your viewing choice using the links in the footer or by deleting cookies. We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.I accept cookies