Inheritance Tax Services Investments

Inheritance Tax Planning: Are AIM investments still worth it?
Gallery
Inheritance Tax Planning: Are AIM investments still worth it?

News

Inheritance Tax Planning: Are AIM investments still worth it?

By Tegan Gladman, Independent Financial Planner. DipPFS. In the Autumn budget 2024, the UK government proposed changes to Inheritance Tax (IHT) relief on Alternative Investment Market (AIM) investments. These are set to take effect from April 2026 and have raised concerns among investors and financial planners. The question is, is it still a worthwhile [...]

IMPORTANT INFORMATION

Anstee & Co. Ltd is registered in England. Registration number: 7921408. Registered office: 6 Corunna Court, Corunna Road, Warwick. CV34 5HQ

Authorised and regulated by the Financial Conduct Authority. Anstee & Co. Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 577360. If you wish to register a complaint, please write to enquiries@ansteeco.co.uk or telephone 01536 483733. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

HEAD OFFICE

5 Brooklands Court, Kettering Venture Park, Kettering, Northamptonshire NN15 6FD

Phone: 01536 483 733
Email: enquiries@ansteeco.co.uk

Inheritance Tax Planning: Are AIM investments still worth it?

Inheritance Tax Planning: Are AIM investments still worth it?

IMPORTANT INFORMATION

HEAD OFFICE

MENU