AIM Portfolio Service

The Prospect AIM Portfolio Service provides exposure to AIM quoted investments which are recognised as ‘unquoted’ shares for tax purposes. Therefore a portfolio of AIM shares, under current legislation, would be exempt from Inheritance Tax (IHT) providing the portfolio has been held for two years or more at death. IHT is currently levied at 40% on death on all assets exceeding a total value of £325,000, a level that has been in place in April 6th 2009.

For more information please contact Matthew Hunt or Tom Ball on 0207 392 2800.