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Aim Portfolio

Neal Foundly - Investment Analyst

Investment Analyst, Neal Foundly, introduces the Equilibrium AIM Portfolio, a service that seeks to deliver a total return above that of the FTSE AIM Index while mitigating Inheritance Tax.

 

 

Whilst there are benefits to AIM it is important to remember that shares listed in the AIM index are likely to have higher volatility and liquidity risk than securities listed on the London Stock Exchange official list, there is a possibility that you may not get back the full amount invested. We endeavour to ensure that stock selection within the Equilibrium AIM portfolio qualify for Business Property Relief with a view to mitigate Inheritance Tax, however, tax treatment cannot be guaranteed and the availability of tax relief depends on the investee companies maintaining their qualifying status.