What We Do

The Vermeer Partners AIM Inheritance Tax Portfolio

Inheritance Tax (IHT) planning is not only for those with high net worth. It is a tax which is paid by thousands of people in the UK every year. But it is avoidable with a good IHT plan. That is why we would recommend you speak to a Financial Adviser before making any financial or IHT planning decisions.

The Vermeer Partners AIM IHT Portfolio has the objective of obtaining 100% relief from IHT, as well as the potential for capital appreciation, by investing into qualifying AIM quoted companies. The Vermeer Partners AIM IHT Portfolio is an effective, proven and non-contentious tax planning method which avoids the costs, administration and loss of control associated with forming a trust or gifting.

Growth potential

Holding a Vermeer Partners AIM IHT Portfolio means you will benefit from the growth opportunity AIM presents as one of the most successful growth markets in the world.

IHT mitigation

A Vermeer Partners AIM IHT portfolio achieves 100% mitigation from IHT after only two years. Not seven years as is the case through a gifting or trust approach.

Retain access to your assets

Holders of a Vermeer Partners AIM IHT portfolio retain assets in their own name which means you will not lose control of your assets and have the freedom to redeem some, or all, of your holdings at any time.

Risks

Performance history can be viewed on page 16 and the key risks associated with this service are explained in full on page 21 of the brochure - which you can download below. It is important you read and fully understand the risks involved before deciding whether it is right for you.

Vermeer Partners cannot give advice on legal or taxation matters. We always recommend you talk to a qualified Financial Adviser before making any investment decisions and that your Will is drafted correctly to benefit from the available IHT reliefs including Business Relief.

Find out more

Please contact your Investment Director to find out more, call us on 020 7132 5223 or email info@vermeerllp.com. You can download the information brochure HERE

Terms & Conditions

The information and services described on this website are not intended to be used by, or to be available to, persons accessing the website from outside the United Kingdom.

The value of investments and the income derived from them may go down as well as up and you may not receive back all the money which you invest.

The investments and investment services described or recommended on this website may not be suitable for all people.

Any information relating to past performance of an investment or investment service is not a reliable indicator of future performance.

No tax advice is provided and clients will need to seek advice from their independent tax advisor.

Fluctuations in the rate of exchange may have an adverse effect on the value, price or income of non-sterling denominated investments.

Vermeer Investment Management Limited, its associates, employees and/or clients may own or have a position in securities referred to on this website or may have provided advice or investment services in relation to any such security.

The Website is for information purposes only. Information contained on it is not intended to be an offer to buy or sell securities and this website should not be regarded as an offer or solicitation to conduct investment business as defined in section 21 of the UK Financial Services and Markets Act 2000 (FSMA).

Nothing on this website is intended to exclude or restrict any duty or liability which Vermeer Investment Management Limited may have under the FSMA (or any subsequent amending or replacement legislation) or the rules and regulations for the conduct of business made thereunder.

For the purposes of FSMA this website has been approved by Vermeer Investment Management Limited, which is authorized & regulated by the Financial Conduct Authority.

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