Our Products

AIM INHERITANCE TAX PORTFOLIOS

Inheritance tax planning is often a complex and costly process. We offer a low cost solution which enables you to have the potential for capital gain on top of the possible tax savings. This approach is more flexible than a Trust as the portfolio can be liquidated.

To reduce your IHT liability we invest in companies listed on the UK’s Alternative Investment Market (AIM) that qualify for Business Property Relief. Investments in such companies held for at least two years are IHT tax free under current legislation.

WHAT YOU NEED TO KNOW

Why Mole Valley Asset Management?

  • Expertise in small cap investment
  • The size of MVAM means that we can invest in the best companies regardless of their size, unlike larger investment houses.
  • Fees are less than our competitors and we align our rewards to the success of our product. See our fair fees.

Positives 

If a share disappoints the manager can sell.

If you need the money you can get at it.

Potential for strong returns.

Risks 

The biggest potential downside is that your capital is not guaranteed.

AIM investments tend to have greater risk as the companies on the AIM market are usually small companies.

To qualify each holding has to be held for at least two years.

 

We Say…

We would not advocate putting your entire wealth in such a portfolio. While the rewards can be high so can the risks. However if this sort of investment matches your risk profile then an AIM Inheritance Portfolio with MVAM is a cost efficient vehicle that can make a difference to your and your dependents’ future wealth.

GET IN TOUCH TODAY: 01306 776999 OR EMAIL: ENQUIRIES@MVAM.COM