Investing in a portfolio of AIM shares, the Unicorn AIM IHT & ISA Portfolio Service combines inheritance tax mitigation and active investment management seeking to protect and grow investors’ capital.
To find out more about the service, please click the links below:
The manager, Unicorn Asset Management, is one of the best known and most experienced investors on AIM.
Seeks the “blue chips” of AIM: profitable, dividend-paying companies.
Dividend Income paying or Growth focused portfolios available: any ISA income will be paid tax-free, monthly.
Responsible Investment Options are available for each portfolio.
Simple and flexible solution allowing investors continued control over their cash.
Each of the portfolios includes at least 25 AIM-listed companies, spread across a variety of sectors and independently assessed as likely to qualify for BPR for Inheritance Tax purposes.
ISA qualifying – a combination of tax-free income and growth alongside IHT mitigation once held for 2 years.
