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.
CAPITAL AT RISK