AIM Portfolio Service

AIM Portfolio Service

AIM Portfolio Service

Bespoke AIM portfolios

A discretionary service whereby we establish and actively manage bespoke portfolios invested in AIM-listed companies. This provides exposure to a range of smaller UK-listed companies which offer attractive growth prospects, alongside the potential for inheritance tax (IHT) relief.

This service is available to individuals for whom we manage significant bespoke portfolios and who have a higher capacity for risk for this element of their investments.

Seeking emerging leaders

In line with our investment focus on higher quality companies, we seek to identify smaller, higher growth British companies which are increasingly establishing themselves in their respective industries.

Inheritance tax relief

Investments in certain companies listed on the London Stock Exchange’s Alternative Investment Market (AIM) offer shareholders potential tax benefits. Under existing legislation, shares held for at least two years are exempt from inheritance tax.

How we invest

We apply the same rigorous approach to AIM portfolios as we do with our core investment offering.


Our AIM portfolios favour profitable businesses with sound balance sheets and business models that can generate cash. We typically seek companies that are paying modest dividends, or on route to income distribution.


We seek businesses which are profitable with experienced management teams whose interests are aligned with those of shareholders.


We consider a broad range of potential investments and act nimbly when required.

How we work with you

We pride ourselves on delivering a highly personalised service to our clients.

Personal contact

Your dedicated investment manager will work with you to understand your requirements, providing you with an accessible point of contact on an ongoing basis.

Clear information

We communicate in clear language, seeking to avoid financial jargon, whilst keeping you informed of the progress of your portfolio.

Real-time reporting

We keep you fully informed of every action taken in your portfolio, as and when decisions are implemented.

Performance updates

Semi-annual performance data keeps you informed of your portfolio’s progress.

Online portal

Through our secure online portal, you will be able to access all correspondence relating to your portfolio, alongside daily valuations.

Valuation updates

We provide quarterly valuation updates, with more regular reporting available if needed.

Tax documentation

You will receive statements for tax purposes where relevant, which we can also share with your accountant.

Latest Newsletters

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Newsletter – April 2024

April 05, 2024

Newsletter – January 2024

January 05, 2024

Newsletter – October 2023

October 05, 2023

Newsletter – July 2023

July 05, 2023
View more

Get in touch

Telephone us to discuss our AIM service.

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