Three inheritance-tax-free Aim stocks to buy for your heirs

Many Aim stocks qualify for inheritance tax relief, which allows you to pass on assets to whoever you wish without a penny due in inheritance tax. Here, professional investor Alex Davies picks three to buy now.

Each week, aprofessional investor tells us where he'd put his money. This week: Alex Davies of Wealth Club.

Four years ago, on 5 August 2013, a change to the rules governing individual savings accounts (Isas) enabled investors to hold stocks listed on the Aim junior market within the tax-sheltering accounts for the first time. Since many Aim stocks qualify for inheritance tax (IHT) relief, the rule change created an opportunity for investors to mitigate tax upon death by constructing an "IHT-free Isa".

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Alex Davies

Alex is the founder and CEO of Wealth Club, the UK’s leading online investment platform for high net worth and sophisticated investors. Since launch in 2016, 13,200 clients have invested £1.65 billion into early-stage companies via the platform. In 2024, Wealth Club broke new ground with the launch of a fund supermarket, giving investors access to top-tier private equity funds – the first offering of its kind in the UK. Prior to setting up Wealth Club, Alex was a director of Hargreaves Lansdown.