AIM Portfolio Service

Our AIM Portfolio Service is specifically designed to mitigate a potential inheritance tax liability whilst providing equity related returns and access to capital.

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An AIM portfolio offers your clients the opportunity to reduce the inheritance tax (IHT) payable by their estates on death, while maintaining access to capital and income.

Shares in a listed AIM company are currently recognised as ‘unquoted’ shares for tax purposes, meaning that investors can potentially benefit from business relief (BR), with 100% relief from IHT provided the shares have been held for a total period of no less than two years at the time of death.

The Evelyn Partners AIM portfolio management team selects stocks that not only qualify for these tax benefits, but which also seek to preserve and grow clients’ capital.

Our AIM Portfolio Service should be regarded as a higher risk, long-term investment and may not be suitable for all investors. Investment in the Evelyn Partners AIM Portfolio Service should only be for those who have financial security independent of any investment.

Download our Aim brochure

Meeting your needs

  • Expert

  • Robust

  • Tax-efficient

  • Personalised

AIM brochure and factsheet

View our latest Evelyn AIM Portfolio Service brochure and factsheet:

AIM brochure

AIM factsheet (formerly Tilney)

AIM factsheet (formerly S&W)

Important information

The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.

This information is for UK residents only.

If you are a US-connected client of Evelyn Partners, see our US website.