WebDowning AIM Estate Planning Service Judith is a Partner at Downing, having joined in 2009 and founding Downing Fund Managers. Previously she was a partner at Acuity Capital managing AIM-quoted VCT and IHT investments and a small-cap activist fund. Prior, Judith spent nine years as a senior investment manager with Aberdeen Asset WebYour clients can access our AIM Portfolio Service with a minimum investment of £30,000*. *Until 5th April 2024 we’re lowering our minimum investment into our multi-award-winning AIM Portfolio Service to £20,000 for all new ISA applications. An IHT liability of 40% on a portion of a client’s estate can have a large impact on their plans to ...

NEW: Meet the manager – Judith MacKenzie, Downing …

WebInheritance tax relief: the value of investments held in the Service for two years or more at the date of death should qualify for IHT relief provided the underlying investments are traded on AIM and continue to undertake a qualifying trade. Downing does not have control over the investee companies and they may change their trade or seek to stop WebNov 23, 2024 · Speak to one of our AIM shares experts. If you’d like to know more about our IHT Portfolio Service, please contact Paul Parker on +44 20 7523 4534, email [email protected] or Natalie Howard on … how dobi vecome an acvouhtint auditor

IHT Portfolio Documents - Canaccord Genuity

WebInheritance tax relief: the value of investments held in the Service for two years or more at the date of death should qualify for IHT relief provided the underlying investments are … WebHere are all the documents and forms you’ll require for your clients to use our Inheritance Tax (IHT) Portfolio Service. IHT factsheet. Brochure and IHT guide. The investments described in these brochures may not be suitable for all investors. Investors should make their own investment decisions based upon their own financial objectives and ... WebOverview. The Downing Estate Planning Service provides you with the opportunity to obtain inheritance tax (IHT) relief on your subscription after only two years (subject to conditions), while maintaining ownership and control of your capital. The service aims to preserve your capital and achieve moderate growth over the medium term by focusing ... phonk profile picture