AIM isn’t a market that’s generally considered for its dividend and income attractions, and we have always expressed caution on AIM companies paying out high dividends, when they should be putting their cash to better use. However, the steep decline in share prices of many good-quality AIM companies has seen dividend yields soar to levels not seen since we started managing AIM IHT planning portfolios back in 2004 and the AIM of today is thankfully a far better market than it was back then.
With many AIM companies sitting on plenty of supportive cash, but their share prices languishing, these high yielders also have growth attractions.
We therefore thought it was an appropriate time to reassess the dividend and income potential of AIM companies for IHT planning purposes.
Join us for our webinar AIM IHT portfolios for INCOME? Is it worth it? on 25th November at 3pm. We will discuss the benefits and potential pitfalls of investing in Inheritance Tax qualifying AIM companies for income generation and the potential yield available.
The webinar will cover a number of topics including:
- State of the AIM market
- The investable universe of big dividend paying AIM stocks
- Dividend yields and dividend cover
- Quality of AIM companies
- Interest rate considerations
- Fundamental Asset Management’s high yield AIM portfolio solution
- Sectors and industries.
- Portfolio management
Sign up to the webinar from the link here
The Fundamental AIM IHT Portfolio is a discretionary investment management service where clients can obtain 100% mitigation from Inheritance Tax, benefit from the capital growth afforded by the AIM market and retain control of their assets.
You can find out more about Fundamental Asset Management’s high performing AIM IHT ISA and AIM Inheritance Tax portfolio service, which has been delivering exceptional investment returns for more than 18 years, from the link here.
To find out more about the benefits of investing in AIM, or if you wish to discuss the current situation, please speak to our Business Development Manager, Jonathan Bramall, via email [email protected] or phone 01923 713 894.