WebFeb 24, 2024 · Abigail Ward, Trainee Investment Adviser, in the Charles Stanley AIM team looks at the topic of reducing inheritance tax by investing in AIM shares… Outside of the tech-heavy US indices, AIM’s performance in 2024 outstripped other global benchmarks, achieving growth of c.22%, according to data from Thomson Reuters. WebThe residence nil rate band is limited to the value of the property after deducting the mortgage. It is will reduce by £1 for every £2 of the estate above £2m including business interests. The maximum amount is £175,000 each or £350,000 on second death.
Charles Stanley appoints James Rae as Head of IHT
WebThe Unicorn AIM IHT & ISA Portfolio Service is a portfolio that combines the tax benefits of ISAs with inheritance tax protection. 80 Coleman Street, London, EC2R 5BJ. 020 8187 9208. [email protected]. Primary Menu. Home; Services. Unicorn AIM IHT & ISA Portfolio Service. WebGet in touch with your local Intermediary Sales team to discuss our wide range of services and how we can work with you and your clients. 0207 739 8200 (Open Mon-Fri, 9am-5pm) First name *. Last name *. Company *. lew\u0027s hypermag speed spool slp baitcast reel
FOCUSING ON Inheritance Tax Portfolio service - Charles …
WebAIM is no exception, and we have repeatedly found small- and medium-sized AIM-listed companies that are set to benefit from exposure to global multi-decade trends. In addition, under current regulations, investments held in certain AIM-quoted companies are exempt from inheritance tax, once held for two years. View the brochure View latest factsheet WebDec 4, 2024 · James Rae of Charles Stanley explains The rules around inheritance tax. However, regardless of this new threshold, IHT revenues continue to rise, with 2024/18 seeing the value of tax collected exceeding £5bn for the first time in the UK. Without ... Investing in AIM for IHT planning purposes is not for everyone. Stocks listed on AIM are … WebOct 29, 2024 · Tutor: James Rae, Investment Manager, Charles Stanley AIM IHT portfolio service Lynne Rowland, Head of Personal Tax at Moore Kingston Smith Learning outcomes: The key points to consider when it comes to considering a client’s IHT bill The AIM market and the options it provides to mitigate IHT How professionals can better support … lew\u0027s kvd baitcast reel