Discover the inheritance tax benefits of our services, as well as how they enable advisers to meet their clients’ individual objectives. Please download our estate planning case studies below to find a diverse range of inheritance tax examples – or alternatively, click here to return to our Resource Centre.
AiM Equity Transfer
AiM Consolidating Portfolios on Platform
AiM APS Transfer
AiM ISA Transfer
Consolidating ISAs on Platform
Business Enable Strategy
Business Maintain Strategy
Growth Legacy
Chargeable Lifetime Transfers
IHT Planning with Income
Income Estate Planning