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.
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.