Our AIM Portfolio Service, which was launched in July 2011, offers long-term capital growth potential and compelling Inheritance Tax benefits via a portfolio of 30-40 carefully selected AIM listed companies.
Although considered to be a high risk investment strategy, the investment process used within our AIM Service is conservative in nature and prioritises companies with sound finances, robust cash flows and demonstrable track records of profitability. We are also attracted to companies with attractive, sustainable and growing dividends. Many of the companies we invest in are leaders in their respective industries and a number are household names with well known brands.
The tax benefits associated with AIM investing are derived from the UK's Business Property Relief regime, which offers Inheritance Tax relief on qualifying assets once held for at least two years. In doing so, the Government is attempting to incentivise private investors to invest in often younger or smaller companies, many of which could, in time, go on to support UK economic growth and employment.
The Service is available to those with at least £100,000 to invest and is only accessible via professional advisers.
For further information please contact:
Brooks Macdonald Edinburgh office
T: 0131 240 3900
These services are provided by Brooks Macdonald Asset Management Limited.