Jack Rose: Top 10 tips for picking an AIM manager

For advisers and clients

clock • 6 min read

With a background of ever-growing IHT receipts, investing in AIM through an ISA can be a powerful planning option for the right person, writes Jack Rose, as he offers investors and their advisers 10 tips on the subject

Well into the final month of this current tax year, advisers are more than likely to have encouraged their clients to look at their ISA investment - and perhaps to consider the option to invest in the Alternative Investment Market (AIM), as part of their inheritance tax (IHT) planning. Since 2014 - when rule changes allowed investors, for the first time, to hold AIM shares within their ISA - there has been an influx of investment in AIM shares for IHT purposes. This is not that surprising when you consider there is approximately £500bn invested within ISAs today, with more than six milli...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Tax planning

A new tax year for advice: 'Tax planning is not done'

A new tax year for advice: 'Tax planning is not done'

Advisers urge clients to maximise their tax breaks

Isabel Baxter
clock 08 April 2025 • 5 min read
Farming families must be proactive on advice ahead of APR/BPR change

Farming families must be proactive on advice ahead of APR/BPR change

‘The difficult conversations need to happen now’

Sahar Nazir
clock 03 April 2025 • 6 min read
Business' tax year planning – a reminder on carry forward

Business' tax year planning – a reminder on carry forward

'The carry forward rules can be difficult to navigate'

Caitlin Southall
clock 31 March 2025 • 4 min read