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