Help your clients use their ISA allowance to invest before tax-year end.

 

The Adapt AIM Portfolios, a Business Relief (BR) based Inheritance Tax (IHT) solution, invest in BR-qualifying businesses listed on the Alternative Investment Market (AIM). Investing in AIM brings return potential alongside ISA eligibility. And investors have a choice of two portfolios as best suits them. The portfolios offer diversification away from the rest of the market. An exclusive partnership with award-winning asset managers Chelverton means your clients can benefit from our tax specialism and Chelverton’s stock-picking expertise.

 

Use the portfolios for new investments and ISA transfers. Transfers can be made via the Standard Life, Transact or Ascentric platforms. The minimum investment amount is £15,000.

 

To request a bespoke illustration for your clients email [email protected] or to view product literature, please click here.

 

CAPITAL AT RISK

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