Downing AIM ISA

IHT relief after two years

The illustration tool provides advisers with a quick, client‑specific view of how the Downing AIM ISA could perform over time, focusing on indicative charges, portfolio behaviour and potential outcomes.

As a reminder, the Service aims to deliver growth through a diversified portfolio of 25–40 carefully selected AIM‑listed companies, targeting IHT relief after two years while giving clients continued access to their capital (subject to liquidity).

This illustration tool is for the use of financial advisers only.

How to invest

The first step is for advisers to review the brochure and terms and conditions to ensure a full understanding of the Service. When the adviser and their client are ready to proceed, the appropriate application form should be completed and submitted to the address provided on the form.

Advisers may wish to discuss the suitability of the investment with their clients before finalising and submitting an application.

Brochure Terms and conditions

Generate a client‑ready illustration

IHT relief after two years

How to invest

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