AIM Portfolio IHT Plan: 2023, the year so far

Despite a positive final quarter, 2022 was a tough year for AIM portfolios. Simon Cleaver, head of the AIM Team at Investec Wealth, looks back over the year and describes some of the factors driving investment performance. He also looks at longer term returns and the effectiveness of the IHT tax break, before setting out current positioning and the reasons why advisers continue to recommend the Investec AIM IHT plan to clients.

The information in this presentation is for private circulation and is believed to be correct but cannot be guaranteed. Opinions, interpretations and conclusions represent our judgement as of this date and are subject to change. The Company and its related Companies, directors, employees and clients may have positions or engage in transactions in any of the securities mentioned. Past performance is not necessarily a guide to future performance. The value of shares, and the income derived from them, may fall as well as rise. The information contained in this presentation does not constitute a personal recommendation and the investment or investment services referred to may not be suitable for all investors; therefore we strongly recommend you consult your Professional Adviser before taking any action. Tax treatment depends on the individual circumstances of each client and may be subject to change in future. All statements concerning tax treatment are based upon our understanding of current tax law and HMRC practise and can be subject to change AIM company shares tend to be relatively illiquid. It may be difficult to sell them or obtain reliable information as to their value and the risks to which they are exposed. The tax relief available may change at any time. IW&I does not guarantee that all investments made will qualify, or continue to qualify for tax relief. Copyright Investec Wealth & Investment Limited. Reproduction prohibited without permission.