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The case for AIM

20 mins
CPD Certification
Product literature
Business Relief
AIM market
Inheritance Tax
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The case for AIM

The case for AIM

AIM remains a powerful estate planning tool and much more. This insight paper makes the case for AIM as a genuine investment opportunity: exploring valuations, the outlook for UK smaller companies, and how a blended BR strategy could work harder for your clients. Whether you’re helping clients prepare for upcoming IHT relief changes or seeking new growth opportunities, this resource guides you through AIM’s evolving landscape.

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HomeAll resourcesCPD coursesProductsGuidesHear from the expertsWebinarsPlanning scenariosVideos
Product literature

The case for AIM

This paper explores AIM's evolving role in estate planning and as an investment opportunity.

Product literature
Business Relief
AIM market
Inheritance Tax
June 4, 2026
20 mins

The case for AIM

AIM remains a powerful estate planning tool and much more. This insight paper makes the case for AIM as a genuine investment opportunity: exploring valuations, the outlook for UK smaller companies, and how a blended BR strategy could work harder for your clients. Whether you’re helping clients prepare for upcoming IHT relief changes or seeking new growth opportunities, this resource guides you through AIM’s evolving landscape.

‍

Contents
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Table of contents link example
Table of contents link example
Table of contents link example
Table of contents link example
Table of contents link example
CPD Certification

This resource is part of a CPD accredited course

See CPD course
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Download PDF
The case for AIM
Download the resource
Other
Product literature
s
Planning scenario: Clients with a power of attorney in place
Planning scenario: Clients with limited life expectancy
Planning scenario: Estate planning within an ISA
Two year qualifying holding period and successive transfers
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Thank you! Your submission has been received!
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Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

HomeAll resourcesCPD coursesProductsGuidesHear from the expertsWebinarsPlanning scenariosVideos
Product literature

The case for AIM

This paper explores AIM's evolving role in estate planning and as an investment opportunity.

Product literature
Business Relief
AIM market
Inheritance Tax
No items found.
June 4, 2026
20 mins

The case for AIM

AIM remains a powerful estate planning tool and much more. This insight paper makes the case for AIM as a genuine investment opportunity: exploring valuations, the outlook for UK smaller companies, and how a blended BR strategy could work harder for your clients. Whether you’re helping clients prepare for upcoming IHT relief changes or seeking new growth opportunities, this resource guides you through AIM’s evolving landscape.

‍

Contents
Table of contents link example
Table of contents link example
Table of contents link example
Table of contents link example
Table of contents link example
Table of contents link example
CPD Certification

This resource is part of a CPD accredited course

See CPD course
Save this resource
Download PDF
The case for AIM
Download the resource
Save this resource
Download PDF
Other
Product literature
s
Downing Estate Planning Service Q1 2026 Factsheet
Downing Estate Planning Service Q4 2025 Factsheet
Downing Estate Planning Service Q3 2025 Factsheet
Downing Estate Planning Service Q2 2025 Factsheet
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