whitman aim inheritance tax portfolio service
The Whitman AIM Inheritance Tax Portfolio Service is a discretionary managed portfolio of AIM traded companies held in segregated portfolios. The team invest in companies that are expected to qualify for Business Property Relief (BPR). BPR is a relief by which investment in certain types of businesses and business assets can receive 100% relief from Inheritance Tax after being held for just two years, provided they are held at the time of death.
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Comparing the impact of Inheritance Tax after two years
|Inheritance Tax Impact on Non-AIM IHT Portfolio||Whitman AIM IHT Portfolio on Death|
|Value of investment after two years, assuming growth of 8% pa. before fees||£116,986||£116,986|
|Whitman 1.5% +VAT Annual Management Charge over two years||£3,847||£3,847|
|Net value of investment after two years||£113,139||£113,139|
|Amount lost through 40% inheritance tax on death||£45,756||£0|
|Value of portfolio passed on to beneficiaries||£67,883||£113,138|