Downing AIM Estate Planning Service

The Downing AIM Estate Planning Service provides full IHT relief after two years. We target growth by investing in a diversified target portfolio of 25-40 companies that are listed on the Alternative Investment Market (AIM).

We aim to spread your investment across 25 to 40 companies in various industries. We look to drive value in the portfolio by investing in companies which we believe have potential for growth.

You will receive quarterly valuations and updates on the performance of your investment. You'll also receive an annual cost and charge statement.

You can request to access your money at any time. We'll try and get funds to you within 15 business days of your request, although please note this may take longer. This is subject to our discretion and liquidity. We will not charge or impose a penalty if you choose to take some or all of your money out of the Service. Note, withdrawals will no longer be IHT exempt.

Additional Information

Good to know

Wealth Guard Cover: Included as standard if you're under the age of 90, this policy protects your initial net investment of a loss in value of up to 20% (conditions apply). The cover is for a minimum of two years. The policy is renewable (by the insurer) each year although we can't guarantee it will remain in place after the first two years.

Life Cover: This is an optional feature, which covers 40% of your original gross investment (before charges) if you die within the first two years. This is subject to the information found within the Terms & Conditions document.

Downing AIM Estate Planning Service: Existing investor

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