Adapt AIM Portfolios
An ISA-friendly solution accessing the Alternative Investment Market
For accounts which were opened before the 8th of July 2024 and you're looking to make a top up, please use this ISA application form or this non-ISA application form
For all new accounts, please use the application forms below.
What is an AIM (ISA) investment?
Many investors are storing up a potential Inheritance Tax (IHT) liability in Individual Savings Account (ISA) savings. The Adapt AIM Portfolios can be held in an ISA, enabling clients to retain ISA tax benefits and also mitigate IHT in as little as two years. They’re also available for both 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.
Key Benefits
Expertise
The portfolios combine our tax-efficient specialism with our stock-picking expertise. This ensures highly diversified portfolios relative to other providers.
ISA Eligibility
Clients can hold their AIM-listed shares in an ISA wrapper, making for tax-free dividends with no Capital Gains Tax on investment growth. This is alongside targeting IHT relief.
Control
Clients have the choice of an Income, Growth or Mixed portfolio. They always retain access to and control of capital and can withdraw funds or leave them invested for growth.
Quarterly Investment Insights webinar: AIM in focus
Hear the latest AIM company news, gain insight on recent portfolio activity and find out the state of play for the wider UK market. Whether you’re an investor considering diversifying your portfolio or keen to stay updated on the latest AIM news, this webinar offers a catch-all approach in a condensed format. Join us on the third Thursday of each new quarter.
Defaqto Diamond Rated Portfolio
We’re pleased to announce that we have received a 5 Diamond Rating for for AIM BR Service Income Portfolio, and a 4 Diamond Rating for AIM BR Service Growth Portfolio from Defaqto, the UK's most trusted source of financial product intelligence. To find out more, please get in touch.
AIM (ISA) Tax Benefits
Business Relief qualifying in as little as two years and if held at the time of death, mitigating IHT
No Income Tax
Growth free from Capital Gains Tax
Benefits of tax-efficient investments are subject to change and personal circumstances
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