Welcome to this week’s episode of IFA Talk! In this edition, Brandon and Jenny dive into a compelling investment strategy that blends the potential for attractive returns with powerful tax planning benefits: AIM IHT solutions.
As inheritance tax (IHT) planning becomes increasingly vital amidst the UK’s evolving economic landscape, financial advisers are seeking new ways to protect and preserve wealth for future generations.
Today, we’re spotlighting AIM (Alternative Investment Market) portfolios, which have gained significant traction as an effective solution to help mitigate IHT liabilities. While these portfolios come with higher risk, they also offer flexibility and substantial potential rewards.
Joining us is James Rae, Head of the AIM Inheritance Tax Service at Charles Stanley—one of the UK’s leading wealth management firms. Charles Stanley’s award-winning AIM service has helped countless advisers, and their clients navigate the complexities of IHT planning.
In this episode James will share his insights on how this service works, what makes it stand out, and how advisers can confidently offer it to their clients. He also very kindly looks into the future to give us his opinion on what the Labour government may say about AIM in the Autumn Budget 2024!
Tune in to learn more about this valuable tool for IHT planning and more!
Click here to listen on Spotify
For more insights on AIM IHT and what advisers are thinking (and saying) about it at the moment, you can see the results of a recent survey carried out by IFA Magazine in conjunction with Charles Stanley here!
