Recorded on Thursday 13 February 2020, Henny Dovland, Senior Business Development Manager, hosted a webinar using case studies to explore the many planning opportunities ISAs can offer your clients, when used in conjunction with Business Relief (BR).

ISAs have always been a great tool for advisers to help their clients build up capital in a tax-free environment, and clients are often reluctant to ever touch this capital. However, most clients will not have considered the tax implications on death.

As you know, ISAs are fully exposed to inheritance tax (IHT), unless they hold BR qualifying AIM quoted companies, which means the legacy your client leaves to their children could be diminished by this tax. However, care needs to be taken as, almost inevitably, moving your client’s ISA to AIM will change the risk profile.

The webinar demonstrates how advisers can use ISAs to help clients create a tax-efficient legacy by investing in AIM quoted companies.

Planning areas covered:

  • Investing in AIM to reduce exposure to IHT
  • How Additional Permitted Subscriptions (APS) work
  • How power of attorney interacts with ISAs
  • Using insurance with an AIM investment
  • The risk implications of using AIM

Please note, this webinar is for financial advisers and paraplanners only.




Posted: 13/02/2020 Categories: Events, Inheritance Tax, News, TIME:AIM

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TIME does not accept direct investment. If you wish to invest in one of our solutions you will need to take advice from an authorised financial adviser. Nothing within this website is intended to constitute investment, tax or legal advice. Our solutions place your capital at risk and you may not get back the full amount invested. Tax treatment may be subject to change and depends on the individual circumstances of each investor. The availability of tax reliefs also depends on the investee companies maintaining their qualifying status. Neither past performance or forecasts are reliable indicators of future results and should not be relied upon. Unquoted or smaller company shares are likely to have higher volatility and liquidity risks than other types of shares quoted on the Main Market of the London Stock Exchange.