AIM Shares and ISAs – a Reminder


CaterpillarClients holding shares in AIM listed companies are reminded that the shares will soon be able to be held within an ISA, making gains and income effectively tax exempt.


AIM listed shares held in ISAs will also qualify for exemption from Inheritance Tax once they have been held for two years.


From April 2014, shares in AIM listed companies will also be exempt from stamp duty.