Fundamental is offering a capital protected inheritance tax planning service combining the benefits of 20 per cent income tax relief.
Fundamental will invest in Aim companies to avoid IHT, and in companies qualifying for enterprise investment scheme income tax relief after three years. The minimum investment for a capital protected portfolio is 100,000.
Fundamental director Chris Boxall says: “Many investors remain concerned by the increased risk of investing in Aim. In response to investor concerns our firm now offers a capital protected Aim portfolio service.”