June 2026
SmartWealth Newsletter
Read our latest Smart Wealth Newsletter for Spring 2026
Dwindling AIM and the end of 100 per cent inheritance tax relief
Shrinking public markets see investors look to burgeoning private markets for growth
Smart Money
Insights, articles and updates
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The article argues that AIM is no longer the inheritance tax shelter it once was. With Business Property Relief cut from 100% to 50% and the market shrinking, the tax benefits are reduced while the investment risks remain, making AIM better suited as part of a broader estate-planning strategy.
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The article explains that shrinking public markets are driving interest in private investments, which can offer higher growth potential but require investors to accept greater complexity, higher fees, and limited access to their money for many years. It argues that private markets can be valuable, but only as part of a well-planned, long-term investment strategy.
This issue offers insights into several important financial planning topics, including pension and IHT tax changes and making the most the new tax year allowances.
Our CEO Roger Brosch's latest Professional Adviser article
Our latest guide and resources:
Tax Free Cash and Pension Decisions | Investment Behaviour Explained
Our latest Market Briefing
