Downing AIM Estate Planning Service

A simple and flexible solution for estate planning, aiming  to provide full Inheritance Tax (IHT) relief after two years (and at death), by investing in a diversified target portfolio of 25-40 companies that are listed on the Alternative Investment Market (AIM).

This can also be held in an ISA wrapper for further tax benefits. Capital at risk.

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Business Relief
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Inheritance Tax

Additional Permitted Subscriptions (APS) for ISAs

Understand how you you can transfer Additional Permitted Subscriptions into an AIM ISA to help mitigate Inheritance Tax (IHT).

July 16, 2024
CPD Certification
15 min read
CPD Resource
Webinar (on-demand)
Business Relief
Inheritance Tax
AIM market

Bi Annual webinar: Downing AIM Estate Planning Service

Watch the second of our series of bi-annual updates on the Downing AIM Estate Planning Service (DAEPS), hosted in May 2024.

June 26, 2024
CPD Certification
30 min watch
CPD Resource
Hear from the experts
Inheritance Tax
AIM market
Business Relief
Tax

Why should advisers consider AIM ISA solutions when estate planning?

In this article, we explore how investing in companies listed on the AIM market can be used as an effective estate planning tool.

June 17, 2024
CPD Certification
5 min read
CPD Resource
Hear from the experts
AIM market
Investments

Opposites attract. Or do they?

Head of Downing Fund Managers, Judith MacKenzie asks the question, could you benefit from blending growth and value?

June 20, 2024
CPD Certification
7 min read
CPD Resource
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