Managed by Judith MacKenzie, Acuity protected ITS will invest in Aim-traded equities which qualify for business property relief. This means that after two years, the portfolio should qualify for 100 per cent relief from IHT.
There is a £50,000 minimum investment and Acuity offers life insurance which protects the initial capital against falls of up to 20 per cent for investors up to age 70.
MacKenzie says: “There are good opportunities in Aim now, with valuations falling. This service combines tax efficiency and a good investment opportunity. It is a flexible service that will also allow investors to apply for a level of protection that best suits their individual investment preferences and circumstances. We are aiming for at least 15 to 25 per cent growth a year.”
Formerly the smaller companies team at Electra Partners, Acuity is an asset management company that specialises in alternative investment products and services.
Hargreaves Lansdown investment manager Ben Yearsley says: “The Acuity management team has proved over a long period that it has the expertise and process to outperform. Aim remains an exciting place to invest, with many top quality companies. Investing in Aim is Acuity’s specialism and a natural extension is to launch an inheritance tax service.”