James Rae at Charles Stanley talks about the purpose, benefits and a 5-year AIM rule you may not know about.
Arranging a client’s inheritance tax affairs is common task in most advisers day-to-day lives, but ensuring this is done correctly can be the difference between a very satisfied or disgruntled client.
There are numerous methods to minimise the inheritance tax burden on clients and in this exclusive interview with Charles Stanley’s James Rae, the reasons why the Alternative Investment Market (AIM) may be the best possible solution are evaluated.
Whilst talking to IFA Magazine’s Brandon Russell, James Rae, the head of the AIM inheritance tax team at Charles Stanley, explains the unique benefits that investing in AIM can have, as well as spotlighting some common misconceptions that can lead to frustration for clients and advisers.
As well as the clear tax benefits, Rae also highlights the interesting nature of AIM investments and how they often have great upside potential, with some businesses becoming household names.
Find out more about Charles Stanley’s AIM Inheritance Tax Portfolio Service by clicking here
The value of investments can fall as well as rise. Investors may get back less than invested. Charles Stanley & Co. Limited is authorised and regulated by the Financial Conduct Authority.
