AIM Inheritance Tax Service
Our AIM Inheritance Tax Service is designed to help clients pass on more of their wealth to the next generation.
Are your clients concerned about the impact of inheritance tax on their estate?
Oakglen Wealth has united with Toscafund Asset Management LLP (Toscafund), a specialist investment manager, to create an investment portfolio solution available to financial advisers and their clients, which looks to reduce inheritance tax through investment in the Alternative Investment Market (AIM).
Our AIM Inheritance Tax Service offers a strategic way to protect your clients’ wealth for future generations, whilst being able to benefit from potential investment growth. We want to help your clients to be able to leave more behind for their loved ones by reducing inheritance tax erosion. This is done by investing in qualifying smaller companies listed on the Alternative Investment Market, using a model portfolio designed by Toscafund.
Discover how investing in AIM listed stocks can help your clients reduce their tax liabilities and benefit from the potential to grow their portfolio.
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Secure your client’s legacy with an effective investment solution in conjunction with your estate and inheritance tax planning
Why invest in an AIM IHT Service?
Reasons to invest
We understand that every client’s situation is unique
Our tailored approach ensures that any investment strategy aligns with personal financial goals and risk tolerance. From initial consultation to ongoing portfolio management, we provide continuous support and expert advice to financial advisers and their clients.
There are a number of benefits with investing in an AIM Inheritance Tax Service:
Tax efficiency
Investing in qualifying AIM stocks can provide your clients with 100% relief (zero-rated) from inheritance tax after just two years.
Diversified portfolio
Expert managed funds offer a diversified investment strategy, mitigating risks while aiming for optimal returns.
Trusted management
FCA approved and regulated investment management firms, Oakglen Wealth Limited and Toscafund Asset Management LLP.
In control
Funds are not locked away. You can still access your money and sell shares at any time, however withdrawals can’t be guaranteed.
Simple application
Streamlined account opening process and application to the service, with support from Oakglen Wealth and Toscafund.
Business Due Diligence
Proven track record of Toscafund based on a fundamental research and screening process of all companies and management.
There are a number of considerations before investing in this service:
- There is a higher level of risk with investing in smaller companies.
- This service is based on the current tax rules in force from the HMRC, which could change over time meaning the benefits may be lost.
- Smaller companies generally have less liquidity making trading potentially difficult at times.
- The tax arrangements mean that your clients must hold the investments for two years on death to qualify for the tax relief.
A partnership designed to make an impact
Unlocking financial opportunities for you and your clients
Our AIM Inheritance Tax Service is run in partnership with Toscafund. Toscafund has a proven track record in the Small and Mid-Cap (SMID-Cap) space, attributable to their fundamental research and extensive due diligence on every company in the portfolio.
The senior management and founders of the underlying companies also hold significant ownership (on average 15% of their company), making both Toscafund and the underlying companies mutually aligned. This is a tried and tested approach on stock picking, which also includes various methods of careful screening.
Other AIM investment solutions usually target large capitalisation stocks (Large-Cap) and have not performed sufficient research. This is why Toscafund are the perfect partnership to collaborate with since they target UK Small and Mid-Cap equities, global capital markets and private equity, which are often under researched and overlooked as a result.
Get in touch with us
Speak to one of our investment team
We work closely with financial advisers to ensure a streamlined and efficient process from start to finish, that aligns with your business.
If you would like to speak to one of our investment team about the AIM Inheritance Tax Service or to find out more about any of our services, then please do not hesitate to contact us or book a call.
