AIM Portfolio Service

Is it for me?

Hawksmoor’s AIM Portfolio Service enables you to invest in growth opportunities amongst UK smaller companies and at the same time reduce your potential inheritance tax (IHT) liability accordingly.

You can access our AIM Portfolio Service with a minimum investment of £30,000.

How does it work?

The Alternative Investment Market (AIM) is the section of the London Stock Exchange for small, growing companies. It provides many opportunities to invest in UK smaller companies with significant long-term growth potential.

If you are an ISA investor seeking growth opportunities, you can also use the AIM Portfolio Service for greater tax efficiency. As a result, holdings will be exempt from further income tax on dividends and any capital gains tax on disposals.

As a client of Hawksmoor, you can expect the highest level of service. You will receive a quarterly report which includes a formal valuation of your portfolio, performance statistics, market commentary and other relevant information.

Anything else I should know?

An Inheritance Tax (IHT) liability of 40% on a portion of your estate can have a large impact on your plans to pass wealth on to future generations. An AIM portfolio qualifies for Business Relief and can be a convenient way in which to reduce that tax. Current rules grant exemption from IHT to certain qualifying investments in companies on the London Stock Exchange’s Alternative Investment Market (AIM) once held for 2 years.

An AIM Portfolio is a higher risk, long-term investment and is not suitable for everyone. You should seek professional financial advice before investing in the AIM Portfolio Service. The following is an overview of the principal risks.

  • Smaller companies are above-average risk investments. The value of investments and any income derived from them may fall as well as rise, and clients may not get back the full amount invested.
  • AIM companies can be relatively illiquid, meaning it can be difficult to dispose of shares at a reasonable price at short notice.
  • Clients should expect that their portfolio will demonstrate volatility greater than the UK market average. Movements in the value of a portfolio may not reflect changes in the overall equity market.
  • Tax rules, including inheritance tax nil rate bands and the eligibility of AIM shares for Business Relief, may change. Hawksmoor cannot guarantee that investments will qualify for tax relief; HMRC decides eligibility on a case-by-case basis.

How can I find out more?

You can download the AIM Portfolio Service brochure from the Useful Downloads, or get in touch with one of our friendly team (below).

Get in touch

Chloe Vicary

Investment Team Assistant

Exeter Office

Tel: 01392 410180

Email Chloe

Rebecca Fournier D'Albe

Senior Investment Manager

Taunton Office

Tel: 01823 218453

Email Rebecca

David Evans

Director / Senior Investment Manager

Dorchester Office

Tel: 01305 236000

Email David

Simon Atherton

Senior Investment Manager

London Office

Email Simon

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