CCart Studio Blog

AIM And Inheritance Tax Planning

September 27th, 2008

If you’re hoping to dodge a hefty inheritance tax sometime in the future, there are a number of things you can do today that may help. One such approach is to invest in an AIM portfolio.

If you invest into your portfolio no later than two years preceding your death, all assets therein will be considered outside of your estate. As such, they are exempt from inheritance taxation.

The use of AIM portfolios has become a popular method of inheritance tax planning. In part, this is also a result of the fact that AIM investments are capable of earning capital protected income in the time preceding the individuals death.

You should review your current situation and determine if this will be a feasible route to take. It could very well ease a normally heavy IHT burden.

Entry Filed under: Business