Senior Investment Director, Head of AIM
Ewan Millar
Edinburgh
AIM Portfolio Service
Our Alternative Investment Market (AIM) Portfolio Service provides a tax-efficient investment opportunity through portfolios of AIM listed companies. Tailored to meet your clients’ inheritance tax (IHT) planning needs while offering long-term growth potential.
Simple, effective investing
Based on the Alternative Investment Market (AIM), Brooks Macdonald’s AIM Portfolio Service invests conservatively in a selected group of historically high-performing companies in niche industries.
Long-term growth potential
We invest in a portfolio of 30-40 carefully selected AIM-listed businesses with the goal of generating long-term returns for your clients. Many of these companies are leaders in their respective industries, and some are household names.
Relief on inheritance tax
Investors in the AIM Portfolio Service may benefit from the UK’s Business Relief regime, which offers Inheritance Tax relief on qualifying assets held for at least two years.
Investing in success
The AIM Portfolio Service prioritises businesses with a history of sound finances, robust cash flows and a provable track record of profitability, plus sustainable and growing dividends.
Managing risk
Investing in the AIM market can be perceived as high risk but we have a number of strategies in place to manage the risks associated with these companies. Our robust framework ensures we never own more than 3% of a company’s share capital.
Important information
These services are provided by Brooks Macdonald Asset Management Limited. Tax treatment depends on your individual circumstances and may be subject to change in the future. There is no guarantee that the tax efficient nature of any investment will remain. Brooks Macdonald does not provide tax advice and independent professional advice should be sought. Investors should be aware of the additional risks associated with funds investing in smaller companies.
Discover how we partner with you to aim for positive outcomes for your clients
Why choose the AIM Portfolio Service?
While investing in the AIM market carries some risk, our conservative approach minimises unpredictability, leaving your clients to potentially benefit from our investment in leading companies in niche industries.
Meet our experienced team
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Call us on: 020 7499 6424
or email us at: [email protected]