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UNICORN AIM IHT & ISA PORTFOLIO SERVICEAPPLICATION FORM (FOR ADVISED SALES ONLY)02This application should be completed in BLACK ink and returned to Baker Securities Plc, 17 Moor gate, London, EC2R
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How to fill out unicorn aim iht amp
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To fill out the Unicorn AIM IHT AMP, follow these steps:
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Start by gathering all the necessary information and documents, including the Unicorn AIM portfolio details and the investor's personal and financial information.
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Begin with the investor's personal details, including their name, address, and contact information.
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Provide the investor's financial details, such as their income, assets, and liabilities.
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Fill in the Unicorn AIM portfolio details, including the names of the investments, the number of shares held, and any other relevant information.
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Calculate the value of the Unicorn AIM portfolio and enter it in the appropriate field.
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Provide any additional information or declarations required by the form.
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Submit the filled-out Unicorn AIM IHT AMP to the designated authority or organization.
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The Unicorn AIM IHT AMP is needed by individuals who hold investments in Unicorn AIM portfolios and are subject to Inheritance Tax (IHT). This form helps them assess the availability of IHT Business Property Relief (BPR) on their Unicorn AIM investments. It is typically required by individuals who are planning their estate and want to minimize the potential IHT liabilities for their heirs or beneficiaries.
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