If you have clients who are concerned that a significant proportion of their wealth may not pass to the next generation, our AIM Portfolio IHT Plan could be the answer. 

In this webinar, Simon covers the different parts and processes that make up our IHT portfolio plan, starting with our recent announcement that we are no longer charging an up-front fee on our AIM Portfolio IHT Plan. Simon then goes on to explain exactly how the business relief works and the tax breaks your clients can receive, how we build portfolios for this market and the research process behind it, and examples of the performance of these portfolios, and the kind of businesses we invest in.