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.
8th/29 over one-year to 31 Dec 2021
1st/28 over three-years to 31 Dec 2021
1st/28 over three-years to 31 Dec 2021
Comparing the impact of Inheritance Tax after two years
| Inheritance Tax Impact on Non-AIM IHT Portfolio | Whitman AIM IHT Portfolio on Death | |
|---|---|---|
| Investment | £100,000 | £100,000 |
| 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 |
- By investing in the Whitman AIM Inheritance Tax Service, clients could pass on an extra £45,255
DISCLAIMER: Past or current performance is not an indicator of future performance, and all the numbers quoted above are for illustrative purposes only.
Why Invest With Us
- Whitman has an investment specialism in UK smaller companies.
- Whitman has a highly experienced investment team. Christopher Pease leads the team with over 35 years of investment experience. Christopher has been running AIM IHT portfolios for private clients since 2006 with a strong long-term track record.
- Whitman pride themselves on the personalised investment service with regular updates and meetings with the team as well providing an online portal and quarterly reports for clients.