AIM – the Good, the Bad and the Ugly
Fundamental's warts and all guide to investing in the AIM market for Inheritance Tax planning purposes
Investing in the shares of qualifying AIM companies can attract 100% relief from inheritance tax and is a proven tax planning method, avoiding the costs associated with a trust, or the risks associated with gifts. It’s also been a rather good investment strategy to follow, as long as you know what you are doing!
Fundamental Asset Management’s AIM portfolios can also be accessed through many leading adviser wrap platforms, including Transact, Standard Life Elevate and Nucleus, making it a viable tax planning solution for advisers who don’t want the adminstrative burden of administering assets on multiple platforms.
Supported by extensive in-house research and due diligence, we have successfully managed AIM portfolios for Inheritance Tax planning purposes since 2004, delivering outstanding growth, well ahead of mainstream funds and stock market indices. We have also helped families save large amounts of Inheritance Tax in the process.
However, it hasn’t all been plain sailing and over this period we have experienced everything that AIM has to offer, from the highs of AB Dynamics, whose shares have risen over 2500% since listing six years ago, to the lows of Patisserie Holdings, a café chain worth £400m which succumbed to a massive fraud and disappeared overnight.
We have seen it all, from the boom times of 2007, when AIM had nearly 1700 companies, to the depths of the financial crisis, which saw many investors abandon AIM entirely.
Come and join us on 2nd October 2019 at the Landmark Hotel, London (www.landmarklondon.co.uk) to find out what investing in AIM for Inheritance Tax planning purposes is really all about.
Numbers are limited so please RSVP by emailing [email protected] to reserve your place at this FREE event.
Alternatively, please call 01923 713890.
Venue: Landmark Hotel. 222 Marylebone Rd, Marylebone, London NW1 6JQ
