Choose an office:

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020 7499 6424

72 Welbeck Street
London
W1G 0AY

Location

info@brooksmacdonald.com

0131 240 3900

10 Melville Crescent
Edinburgh,
EH3 7LU

Location

edinburgh@brooksmacdonald.com

+441481 815 555

1st Floor Royal Chambers,
St Julian’s Avenue, St. Peter Port, Guernsey
GY1 2HH

Location

guernsey@brooksmacdonald.com

0161 870 3860

Richmond House, Heath Road, Hale WA14 2XP

Location

hale@brooksmacdonald.com

01329 552 111

The Long Barn, Dean Estate
Wickham Road, Fareham
PO17 5BN

Location

hampshire@brooksmacdonald.com

+441534 715 555

First Floor Liberation House
Castle Street, St. Helier, Jersey
JE2 3AT

Location

jersey@brooksmacdonald.com

01926 351 051

36 Hamilton Terrace
Leamington Spa,
CV32 4LY

Location

leamingtonspa@brooksmacdonald.com

01618 614 110

10th Floor, No 1 Marsden Street
Manchester
M2 1HW

Location

manchester@brooksmacdonald.com

01823 217 084

4 Heron Gate
Hankridge Way, Taunton
TA1 2LR

Location

taunton@brooksmacdonald.com

01892 554 900

2 Mount Ephraim Road
Tunbridge Wells Kent
TN1 1EE

Location

tunbridgewells@brooksmacdonald.com

01904 234 820

Howard House
3 St Mary’s Court,
Blossom Street, York, YO24 1AH

Location

york@brooksmacdonald.com

AIM Portfolio Service

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

E: edinburgh@brooksmacdonald.com

T: 0131 240 3900

Important Information

These services are provided by Brooks Macdonald Asset Management Limited.

Key contacts

Alastair Wilson

Investment Director, Edinburgh

Alastair joined Brooks Macdonald in 2009 and manages bespoke discretionary portfolios on behalf of a range of clients. He is also a member of our Asset Allocation Committee.

Prior to joining Brooks Macdonald, Alastair worked at Adam & Company Investment Management Ltd as an Executive Director. He has over 25 years’ experience in financial services.

Alastair is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI). He is also Chairman of the Cattanach Trust and sits on the Investment Committee of the International Bar Association.

Alastair sits on our international equity and UK stocks research teams. He is also part of the AIM Portfolio Service management team.

Scott Lothian

Investment Director, Edinburgh

Scott joined Brooks Macdonald in 2010 and is the lead manager of our Alternative Investment Market (AIM) Portfolio Service. He also manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Scott worked at Adam & Company Investment Management Ltd as a Senior Investment Manager. He has over 16 years’ experience in financial services.

Scott is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

Scott also serves as Brooks Macdonald’s Head of Direct Equities.

 

Nicholas Berman

Investment Manager, London

Nick joined Brooks Macdonald in 2011 and manages bespoke discretionary portfolios on behalf of a range of clients.

Prior to joining Brooks Macdonald, Nick worked at Citigroup Global Markets Ltd.

Nick holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification, the Investment Management Certificate (IMC) and has completed Level II of the Chartered Financial Analyst (CFA) program.

Nick sits on our UK stocks research team.

 

 

Michael Barr

Investment Manager, Edinburgh

Michael joined Brooks Macdonald in 2013 and manages bespoke discretionary portfolios on behalf of a range of clients. He is also part of our AIM Portfolio Service management team.

Prior to joining Brooks Macdonald, Michael worked at States of Jersey as an Investment Manager and at Ernst & Young. He has over 7 years’ experience in financial services.

Michael holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification and is a Chartered Accountant.

Michael sits on our UK stocks research team.

 

Latest insights

Offices

London

020 7499 6424

info@brooksmacdonald.com

72 Welbeck Street
London
W1G 0AY

Edinburgh

0131 240 3900

edinburgh@brooksmacdonald.com

10 Melville Crescent
Edinburgh,
EH3 7LU

Guernsey

+441481 815 555

guernsey@brooksmacdonald.com

1st Floor Royal Chambers,
St Julian’s Avenue, St. Peter Port, Guernsey
GY1 2HH

Hale

0161 870 3860

hale@brooksmacdonald.com

Richmond House, Heath Road, Hale WA14 2XP

Hampshire

01329 552 111

hampshire@brooksmacdonald.com

The Long Barn, Dean Estate
Wickham Road, Fareham
PO17 5BN

Jersey

+441534 715 555

jersey@brooksmacdonald.com

First Floor Liberation House
Castle Street, St. Helier, Jersey
JE2 3AT

Leamington Spa

01926 351 051

leamingtonspa@brooksmacdonald.com

36 Hamilton Terrace
Leamington Spa,
CV32 4LY

Manchester

01618 614 110

manchester@brooksmacdonald.com

10th Floor, No 1 Marsden Street
Manchester
M2 1HW

Taunton

01823 217 084

taunton@brooksmacdonald.com

4 Heron Gate
Hankridge Way, Taunton
TA1 2LR

Tunbridge Wells

01892 554 900

tunbridgewells@brooksmacdonald.com

2 Mount Ephraim Road
Tunbridge Wells Kent
TN1 1EE

York

01904 234 820

york@brooksmacdonald.com

Howard House
3 St Mary’s Court,
Blossom Street, York, YO24 1AH

Awards

  • Best company 2017
  • Gold standard awards 2016 winner discretionary portfolio management
  • Defaqto 2017 - DFM Bespoke
  • Defaqto 2017 - DFM managed portfolio
  • Defaqto 2017 - MPS on platform
  • Defaqto 2017 - DFM Service Gold

Investing carries risk. Investment means that your capital is at risk and that there is no certainty that you will receive your capital back or that a positive return on your investment will be made. Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain. Investment may not be suitable for everybody and potential investors should take their own independent advice.