AIM Inheritance Tax (IHT) Investment Service
As part of inheritance tax planning, clients can benefit from our AIM IHT Investment Service, which potentially gives exemption from inheritance tax after only two years by investing in companies that qualify for business relief.
About AIM (The Alternative Investment Market)
Launched in 1995 with just ten companies. It is a less tightly regulated market than the main London Stock Exchange, AIM provides a lower cost alternative for growth companies. It has seen some tremendous successes over the years with the likes of ASOS and Fever-Tree growing into multi billion pound companies, and now boasts over 1000 companies (N.B. not all AIM listed companies qualify for business relief and therefore inclusion in an AIM IHT portfolio). It should also be noted that it has seen its fair share of failures too. Investing in AIM carries greater risk than investing in blue chip FTSE stocks but may be advantageous for some clients as part of a broader investment universe.
We will only manage portfolios within our AIM Inheritance Tax (IHT) Investment Service, where the client has received specific advice to do so from a qualified and regulated professional.
Why consider R.C.Brown’s AIM IHT Investment Service?
- Our AIM Expertise – we have been investing in the AIM market for over 20 years. We are aware of the potential for growth but also the pitfalls in the market.
- Our unique primary opportunities process – this allows us unrivalled access to IPO’s and fund raisings which are typically the preserve of institutional investors. We have been running our UK equities via this process since we were founded in 1990.
- Our experienced team – Oliver Brown and Neil Whelan both have over 15 years experience in the financial services sector. Oliver is also lead manager of the MFM UK Primary Opportunities Fund which, has a very strong long term performance record, and can and does invest in the AIM market.
- Competitive & transparent fees – there are no dealing, custody or hidden charges.
Interview with the Wealth Club
We are pleased to share a recent interview that Oliver did with the Wealth Club, explaining what our AIM / IHT Investment Service is and how he manages those portfolios.