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Helping you plan for the future

A number of strategies exist to limit your exposure to inheritance tax. These might involve the use of trusts or giving away your assets, but these take several years to take full effect. In the meantime, you may lose control and/or access to your wealth.

Our AIM Portfolio Service is simple, flexible and allows you to remain in control.

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Reduce your Inheritance Tax liability

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Potential to grow your portfolio

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Our Past Performance

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Fees and Charges

How the service works

Gore Browne Investment Management will invest your money in quoted companies that we reasonably believe qualify for Business Relief. Business Relief is a form of tax relief and investments that qualify should become exempt from inheritance tax so long as they are held for two years and are held at the time of death.

Should we be uncomfortable holding one of the companies we invest in or believe that it is overvalued, we can sell that investment, and as long as the proceeds are reinvested into another qualifying AIM share within a reasonable time, our client retains the right to the tax relief. This means that your portfolio retains flexibility.

You should be aware that AIM stocks are largely small and illiquid which often means sales of shares may be difficult and only achievable at lower than the indicated market price, you may lose money as an investment in smaller companies is higher risk than many other investments and AIM quoted companies have less rigorous listing requirements than companies quoted on the main market. As such the service is not suitable for all investors.  There are no guarantees that the service will achieve its objectives as tax or other legislation may change. The assessment for Inheritance Tax Exemption by HMRC only occurs after death  and GBIM can not be held responsible if any investments are deemed not to qualify by HMRC at this point. For more information on the AIM Portfolio Service Risk Factors please contact us.

Risk warning: You should remember that the value of investments, whether pooled or direct equities, and the income derived therefrom may fall as well as rise and you may not get back the amount that you invest. In the event that you require a level of income higher than that generated by your portfolio, you should be aware this will dilute the capital value of your portfolio. Past performance is not a guide to the future. If you are in any doubt of the suitability of an investment for your particular circumstances, you should contact an investment manager for tailored advice.

Is this service right for me?

If the value of your estate is estimated to be over the nil rate band and you are comfortable with taking a very high level of risk, then this service could be right for you.

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AIM Investments in your ISA

You can also hold your AIM investments within a ISA with us – making them free from higher-rate Income and Capital Gains Tax

Savings Solutions

Joseph Cornwall - Investment Manager

Joseph has been managing the Service since 2015, analysing and meeting leadership teams of AIM companies. Joseph is a Chartered Member of the CISI.

Tom Hewitt - Director

Tom joined in 2017. Previously he spent 14 years at Lloyds Bank including several years lending to small and medium sized businesses. Tom is a Chartered Member of the CISI.

Bertie Gore Browne - Investment Director

Bertie is a co-founder of Gore Browne Investment Management and has been managing private client and charity portfolios since 1987. Bertie is a Chartered Fellow of the CISI.

Meet the rest of the team

Find out more about our team.

AIM Portfolio Quarterly Factsheet – June 2019

Download our latest factsheet.

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