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AIM listed portfolio service

The AIM listed portfolio service (ALPS) is designed to maximise the potential for growth in the short term, while protecting your wealth for the future.

It offers you an opportunity to invest in companies listed on the Alternative Investment Market (AIM) – a dedicated growth market for small and medium-sized companies. AIM has been a notable success and is now a dynamic international marketplace where companies can raise the capital they need.

Tax efficient investments in AIM-listed shares

Investing in AIM companies also offers tax efficiencies, as most AIM shares qualify for 100% Business Relief. This is particularly useful for succession planning as, once you have held them for two years, they no longer form part of your estate for inheritance tax purposes.

You can also hold AIM shares in an ISA – and there's no Stamp Duty to pay when you buy them. This makes them potentially one of the most tax-efficient investments for a UK taxpayer.

How can we help?

Arrange a meeting with a one of our team to learn more our about our ALPS product or other services.

Arrange a meeting

This service should be regarded as high risk, as it is exclusively focused on equities. The portfolios are wholly invested in small capitalisation stocks. These companies are therefore more volatile and, while they can offer great potential, growth is not guaranteed. It is important to note that this should be seen as a long-term investment. The current inheritance tax rules and tax treatment of AIM shares may change in the future. We strongly recommend that clients discuss their financial arrangements with their tax adviser before investing, as the value of any tax reliefs available is subject to individual circumstances.

IMPORTANT: Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.