Podcast #92: AIM IHT Solutions - Combining Growth Potential and Tax Planning, with Charles Stanley’s James Rae

Joining us is James Rae, Head of the AIM Inheritance Tax Service at Charles Stanley—one of the UK’s leading wealth management firms. Charles Stanley’s award-winning AIM service has helped countless advisers, and their clients navigate the complexities of IHT planning. 

In this episode James will share his insights on how this service works, what makes it stand out, and how advisers can confidently offer it to their clients. He also very kindly looks into the future to give us his opinion on what the Labour government may say about AIM in the Autumn Budget 2024!