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

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
DISCLAIMER: Past or current performance is not an indicator of future performance, and all the numbers quoted above are for illustrative purposes only.

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