Overview
Technical resources
Tax planning opportunities for 2024/25 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
Technical hub Retirement income Regulation, due diligence and compliance Training support
Technical matters
Technical matters
Tax planning opportunities for 2024/25 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
AIM portfolios
An AIM portfolio offers your clients the opportunity to reduce the Inheritance Tax (IHT) payable by their estates on death, while maintaining access to capital and income.
The shares in a listed AIM company are recognised as ‘unquoted’ for tax purposes, meaning your clients could benefit from business relief, with 100% relief from IHT, provided the shares have been held for a period of no less than two years at the time of death.
Investing ISA accounts in AIM portfolios
We support both partial and full investments into AIM portfolios. If you wish to partially invest in an AIM portfolio, it is possible to split existing ISA accounts, rather than having to transfer monies to another provider.
Access AIM portfolios on our platform
With an ever-increasing number of Discretionary Fund Managers (DFMs) on Fidelity Adviser Solutions, the number offering these types of portfolios is increasing too.
To find out which DFMs offer these types of portfolios, visit our list of available DFMs using our platform.
If you don’t currently use a DFM or would start to use a DFM who offers AIM portfolios, it’s a simple process and no paperwork is required. The process is illustrated below:
Related content
How to videos: Creating and managing client portfolios
A number of short videos are available that give you a quick overview of how to create model portfolios and find audit documents.
DFM services for advisory firms
Our DFM service lets you use defined models from Discretionary Fund Managers for ISAs, Investment Accounts and our Pension.
List of DFMs available
With the increased use of model portfolios and Discretionary Fund Management services, we are continually adding to the list of DFMs available on our platform.