In addition to the inheritance tax benefits, find out how our services enable advisers to meet their clients’ individual objectives. Please download our estate planning case studies to find a diverse range of inheritance tax examples.

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

Income Alternative to Annuities

Income Estate Planning