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Money Week - BPR for Aim shares, comments needed

ended 04. March 2024

A journalist on Money Week is writing a piece around BPR for Aim shares and needs answers to the following questions:

1.       Do you think that there is any chance of a new government axing, reducing or restricting BPR for Aim shares held in an ISA in the next few years (or even abolishing BPR completely)?

2.       Do you forsee a new government making any changes to the rules around ISAs that could make it either easier or harder to hold Aim shares in an ISA?

3.       Conversely, if a new government kept BPR for Aim shares, but increased IHT, could this paradoxically make Aim shares more attractive?

4. Given the various risks, do you still think that buying AIm shares is a good idea, or would you recommend holding off until the future tax treatment of AIm shares is clearer?

1 responses from the Newspage community

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Editor
Samuel Mather-Holgate
Independent Financial Adviser at Mather and Murray Financial
It's very conceivable that a future govenremnt may restrict BPR on AIM shares, and implement what BPR was really meant for; truly business assets that drive the economy. I would be more keen to get an AIM portfolio invested now, as there is the posibility of protections for existing investments been put in place, similar to pension savings when the lifetime allowance was reduced. IHT is going to be a hot potato at the general election, and there may be promise and counter-promise made in teh campaign.