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.
The portfolios combine our tax-efficient specialism with Chelverton's stock-picking expertise. Our partnership ensures highly diversified portfolios relative to other providers.
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.
Clients have the choice of an Income or Growth portfolio. They always retain access to and control of capital and can withdraw funds or leave them invested for growth.
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