Adapt AIM Portfolios
An ISA-Friendly Inheritance Tax Solution
Many investors are storing up a potential Inheritance tax (IHT) liability in ISA savings. The Adapt AIM Portfolios can be held in an ISA, enabling clients to retain ISA tax benefits. They’re available for new and existing ISA transfers. Alongside this and mitigating IHT, clients can access the return potential in the Alternative Investment Market (AIM), and help to strengthen the UK economy.