Jack Rose: Five Considerations when Investing in AIM for IHT
- On January 24, 2019
- By GrowthInvest Admin
Some advisers may now be thinking about transferring client ISAs into a portfolio of AIM stocks as part of their planning around inheritance tax. Here Jack Rose highlights five considerations when taking this route
As we enter the last quarter of the tax year, there will be plenty of people looking to use their annual £20,000 ISA allowance. Some of them will be considering transferring some or all of their ISA pot into a portfolio of AIM stocks as part of their planning around inheritance tax (IHT).
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