On-demand webinar

How to maximise tax efficiency with an AIM ISA

Join our experts for an online webinar and explore how AIM ISAs offer advised clients full tax efficiency whilst retaining control and access to their wealth.

20th Mar 2024 Webinar

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Taking AIM at IHT liabilities

AIM ISAs allow clients to shelter their investments from Capital Gains Tax, Income Tax, and potentially protect the estate from Inheritance Tax. This makes them ideal solutions for several estate planning scenarios.

Watch now

Hear from James Rae, Head of Inheritance Tax on our specialist AIM IHT planning solution. During this webinar you will:

  • Discover the history of the AIM ISAs, uncovering their unique benefits and how AIM portfolios can be used in a variety of ways to mitigate inheritance tax.
  • Explore some of the exciting portfolio companies and their growth prospects
  • Hear questions from the panel answered by James and the team
  • The Inheritance Tax (IHT) Portfolio service should be regarded as higher risk. Investors should be willing and able to accept the risks that come with investing in this market.

Meet the hosts

James Rae

James Rae

Head of Inheritance Tax

James is the head of the AIM Inheritance Tax Team and has extensive experience with managing AIM portfolios. Prior to joining Charles Stanley, James worked with Charlotte Square Investment Managers in Edinburgh, where he was the lead manager of the AIM Inheritance Tax Service. During his time there, James had one of the best AIM track records in the industry and oversaw a period of very strong inflows.

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