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Acuity aims to beat IHT with protected plan

Acuity Capital has introduced an inheritance tax service that invests in companies listed on the Alternative Investment Market.

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.”

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